Personal Financial Planning

Tax Considerations for Divorcing Spouses

During the divorce proceedings, it is critical for each taxpayer to work with a tax adviser to understand the estate, gift, and income tax consequences of the marriage dissolution.

Roth IRA Planning

The opportunity to get more assets into Roth vehicles via various means has evolved over the last several years.

Treasury Announces Launch of MyRAs

The new retirement savings account is intended for people with taxable compensation income but who lack access to an employer-sponsored retirement plan.

MyRAs Now Available Nationwide

Treasury said eligible individuals nationwide may now open a new retirement account for people with earned income who may lack access to an employer-sponsored retirement plan.

Newsletter Articles

SPONSORED REPORT

States look to unclaimed property for revenue

State audits of abandoned and unclaimed property (AUP) have exploded in recent years. This report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.

DEDUCTIONS

Understanding the new Sec. 199A business income deduction

The new deduction allows certain business owners to keep pace with the significant corporate tax cut provided by the Tax Cuts and Jobs Act.