The world is oversupplied with oil, U.S. interest rates are rising and international prospects look dim, with slowing growth in China and persistent troubles in Europe and Japan. How should investors react?
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Avoid ‘Obamacare’ Marketplace Surprises
This time last year, taxpayers had to provide health insurance information on their income tax returns for the first time. As with any new tax-reporting provision, the process proved more burdensome for some than for others. The second year could bring its own set of unpleasant surprises.
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Duly Noted
After 43 Years, IRS Collects Gift Taxes From Redstone. The gift tax statute of limitations is typically three years — if you file a gift tax return.
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Overlooked Tax Changes Are Coming In 2016
An old saying goes “the third time is the charm.” I guess for Congress, we can say the 35th time is the charm.
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Moving From A High-Tax State
As people approach retirement, some succumb to the temptation to move south in pursuit of warmer weather, a lower cost of living and lower taxes. Others, like me, make this choice much earlier in life. Regardless of when you consider moving to a lower-tax state, be sure to examine your priorities and the implications of the move.
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The Lure Of The Lone Star State
Ben Sullivan looked like a young man with a bright professional future when I recruited him nine years ago to join our staff in Scarsdale, New York. To get him to come aboard, I had to promise not to keep him there.
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A Tax Strategy Gone Wrong
What does it mean to control an asset?
The answer is sometimes complicated and always of great interest to the Internal Revenue Service.
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Duly Noted
Another IRS Crummey Challenge Fails. The Internal Revenue Service has lived with Crummey trusts for nearly 50 years, but it …
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The Rise Of State-Mandated Employee Retirement Plans
Several states have begun considering programs to make sure private sector workers are saving for retirement effectively – or at all.
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Ten Reasons To Sell A Mutual Fund Other Than Poor Performance
Knowing when to sell a mutual fund can be complicated, even for savvy investors. Here are 10 indicators it may be time to let go.
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