Investment Planning

Back to School: 7 Strategies to Save for College

This column offers some of the most common techniques to help save for college.

Capitalizing on the Lower Dividend Tax Rate

Identifying qualified dividends and helping taxpayers meet the requirements for qualified dividend status are valuable client services.

Are Your Clients Benefiting From Tax-Aware Investment Management?

Without a tax professional’s being actively involved in planning, the benefits of tax-aware management are unlikely to be achieved.

Tax Insider Articles

Tax Clinic

New stock repurchase excise tax

The research credit: Funded research

Uncertainties remain in analyzing success-based fees

Corporate AMT: Unanswered questions about its foreign tax credit

More than three dozen IRS letter rulings allow late QOF self-certifications

DEDUCTIONS

Business meal deductions after the TCJA

This article discusses the history of the deduction of business meal expenses and the new rules under the TCJA and the regulations and provides a framework for documenting and substantiating the deduction.

TAX RELIEF

Quirks spurred by COVID-19 tax relief

This article discusses some procedural and administrative quirks that have emerged with the new tax legislative, regulatory, and procedural guidance related to COVID-19.

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