News, Comment & Analysis results for Tax

Tax
January 7, 2025

Planning After Or With Tax Cuts And Jobs Act?

Robust tax and estate planning is needed regardless of whether the cuts made in 2017 tax

Tax
December 9, 2024

Estate, Business Tax Details In Limelight After Republicans' Victory

The possibility that estate tax exemptions in the US could be extended rather than sunset, and

Tax
November 8, 2024

Callan Family Office Launches Tax Management Program

The firm said the benefits from the tax overlay program include greater control over capital gains

Tax
November 4, 2024

American Citizens Abroad Sets Bi-Partisan Stance Over US Expats' Tax Plight

The group, which has pushed for reform to the US tax code, said it welcomed acknowledgement by Vice

Tax
October 11, 2024

Before Sunset: Time Is Running Out On The Estate Tax Exemption

While there is no optimal strategy that works for all people, they need to start thinking –

Tax
September 13, 2024

As US Elections Loom, Tax Expert Eyes Rising Expat Workload

With tax certain to be an important topic in coming weeks ahead of the US elections, for a certain

Tax
August 20, 2024

With Harris Victory In Sight, Tax Breaks In Jeopardy

Our US correspondent reflects on the political battle for the White House, the standing of the two

Tax
July 10, 2024

Lift Reporting Requirements On US Expats' Foreign Pensions – ACA

This story is another example of how the worldwide nature of US taxation means that expats are

Tax
March 22, 2024

Lawmakers Demand Probe Into How IRS Uses AI To Surveil US Taxpayers

In a story that highlights how AI affects the tax collection/compliance process, politicians in

Tax
December 15, 2023

Unrealized Gains, Estate Planning: Analyzing The Moore Case And Implications

The author of this article suggests that the outcome of the Moore case could have significant

Comment & Analysis results for Tax

Tax
November 17, 2023

Tax Changes In Massachusetts: Another Look At Details

With changes to state-wide taxes coming in Massachusetts, this news service talks to a large US

Tax
October 6, 2023

Sparing No One: Cross-Border Taxation of Globally Mobile Individuals - Part 1

This is the first of a highly detailed examination of cross-border tax issues for individuals

Tax
March 22, 2023

Focusing On Fundamentals: Three Tax Strategies For 2023

The following commentary about tax planning comes from Bessemer Trust, the multi-family office.

Tax
February 15, 2023

California's Proposed Non-Grantor Trusts Crackdown Will Backfire Badly – Advisor

FWR talks to a wealth advisor in the Golden State about proposed changes to the taxation of

Tax
September 22, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 2

This is the second half of an article setting out what the author says are the tax and

Tax
September 21, 2021

Mitigating Tax Hikes, Creating Alpha With Cash Value Life Insurance - Part 1

This is the first half of an article setting out what the author says are the tax and

Tax
August 4, 2021

Retroactive CGT Impact Thwarts Some Client Moves - Rockefeller

A continued theme from this and other conversations with wealth managers is how clients should not

Tax
June 24, 2021

Do The Super-Rich Really Only Pay A 3.4 Per Cent Tax Rate?

The group called ProPublica recently claimed data on America's 25 richest people which showed that

Tax
June 24, 2021

Tax Burdens Increase, But Shouldn't Dominate Thinking - Industry

It is pretty certain that the tax burden is going to rise, but while certain adjustments make

Tax
June 9, 2021

Anxious Times For IFCs After G7 Corporate Tax Accord

After the Group of Seven nations agreed on a minimum 15 per cent corporate tax rate, IFCs have