News, Comment & Analysis results for Tax

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

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 23, 2023

Impose Global Minimum Tax On Rich People – European Group

The proposals designed, so their authors say, to thwart evasion and forms of avoidance, raise

Tax
October 19, 2023

Massachusetts' Reforms Affect Estate Taxes, Other Levies – Fiduciary Trust Company

We republish this briefing note from Fiduciary Trust Company about developments affecting tax in

Tax
October 13, 2023

US Tax "Gap" Reaches Highest Level, Shows More Enforcement Needed – IRS

The present administration has made much from its efforts to collect more revenue from HNW

Tax
October 12, 2023

California's ING Trusts Crackdown Will Damage The State – Advisor

California, home to one of the largest collections of multi-millionaires on Earth, has chosen to

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
July 14, 2023

OPINION OF THE WEEK: There's Plenty Of Life Yet In Globalization

I look at two broad moves on the global trade, data and tax front that ought to be of interest to

Tax
July 12, 2023

Big Tech Global Tax Deal Close To Finishing Line – Report

With government budgets around the world bloated by the pandemic and domestic political shifts,

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