The Internal Revenue Service released Notice 2008-13 on Jan. 2, 2008, to provide interim guidance on the application of tax preparer return penalties put in place by The Small Business and Work Opportunity Act of 2007.
Well, it seems that the little guy may be forced to reach into his pocket once again. It doesn't look like Ground Zero is going to be rebuilt by the deadlines set back in 2005, which means that taxpayers are going to be forced to pay for $321...
Expect wealthy clients not only to ask about investing in companies whose processes are green and socially responsible, but also about companies whose very missions provide an environmental or social return in addition to a financial profit
This week, Kevin Matras looks at sales growth and
increasing profit margins—a powerful combination for big returns. Learn
more, and get 3 new stock picks.
Charles Schwab, Fidelity, TD Ameritrade and Pershing will soon have a new and powerful rival to worry about, while the hybrid broker/independent RIA model should get a major boost. The largest independent b/d in the U.S., LPL Financial, announced...
Let's look at the recent past, the better to see what the future of the estate tax will be in the years 2009, 2010, 2011 and beyond. My predictions about what we can expect are based on the Nov. 14, 2007 Senate Finance Committee (SFC) hearing...
Bank of America Corp. just got about $10 million poorer. Its broker/dealer, Banc of America Investment Services Inc., settled charges today that it failed to disclose that it favored mutual funds affiliated with the firm.
How much do estate and gift taxes contribute to funding the federal government? A March 19, 2008, Congressional Research Service report said that combined revenues from estate and gift taxes were $26 billion in 2007, constituting 1 percent of...
Few things in the tax code are clearer than this: A surviving spouse named as the beneficiary of retirement plan death benefits of a deceased spouse can roll those death benefits into her own individual retirement accounts (IRA). But one...