taxes

In my course of work, I am frequently asked a question that reveals just how much demystification is still needed in the world of living, investing and doing business overseas. It usually goes something like this: What tax haven countries can Americans move to and get citizenship? The core need...

Two separate reports from British think tank TaxWatch UK allege the video game companies behind "Candy Crush" and "Grand Theft Auto" should be paying more in taxes in Great Britain. The think tank accuses Activision Blizzard, Inc. (NASDAQ: ATVI), an American company based in...

Tax Day has come and gone. As advisors to high-net-worth individuals and families, tax planning is a year-round priority for our team. Our clients have wide-ranging objectives that include everything from transferring large amounts of money to younger generations, to minimizing their portfolio...

Millions of Americans are putting the finishing touches on their taxes this week. A Guggenheim analyst said Thursday that within the next few years, many of them may be using TurboTax Live, which could dramatically boost shares of Intuit Inc. (NASDAQ: INTU). The Analyst Guggenheim’s Ken...

With another government shutdown averted last week, some of the uncertainty around tax filings may be lessening — good news for Intuit Inc. (NASDAQ: INTU), the company behind TurboTax and QuickBooks. In a flash note to investors Tuesday, Guggenheim analyst Ken Wong pointed to the...

Was one of your New Year’s resolutions to improve your financial planning? We’re still in the front end of 2019, so to help you remain on track, consider using a tax return estimator to make sure you’re on good terms with Uncle Sam. What Is an Income Tax Estimator? An income tax...

If you’re getting ready to retire, you may be expecting your tax bill will be lower with lower income compared to your working years. However, each retirement scenario is unique, and each has different tax consequences. As you approach retirement, you can take several steps to keep your taxes...

It was only a matter of time before one of the world's richest individuals commented on the latest debate sweeping Wall Street and Main Street: whether a 70-percent tax rate on the uber wealthy is the right thing to do. What Happened The world's second-richest person, Microsoft...

Multiple high-profile Democrats, including rookie Congresswoman Alexandria Ocasio-Cortez and presidential candidate and Massachusetts Sen. Elizabeth Warren, are calling for higher taxes. In a Monday debate on CNBC's "Squawk Box" segment, the show's co-host...

Congress will consider the feasibility of applying a vehicle miles traveled (VMT) tax on commercial motor vehicle operations as a way to help pay for road infrastructure improvements, Rep. A. Drew Ferguson IV (R-GA) said today. In Atlanta, Ferguson told the annual winter meeting of SMC3, a...

Investors have until Monday to sell stocks at a loss to help lower their tax burden. The process is known as tax-loss harvesting and has a combination of positives and negatives that investors should be aware of before taking action, according to Kevin Barry of CAPTRUST. What Happened Selling a...

Stifel is making a bullish case for software company Intuit Inc. (NASDAQ: INTU) after sitting on the sidelines since at least June 2015. The Analyst Stifel's Brad Reback upgraded Intuit from Hold to Buy with a price target lifted from $197 to $240. The Thesis The bullish thesis...

Gary Cohn's tenure as director of President Donald Trump's National Economic Council came to an abrupt end in March. Speaking to CNBC's Bob Pisani Tuesday, Cohn reflected on his biggest "regret" and opined on trade wars. What Happened Cohn's biggest...

Personal finance experts agree that you should minimize your tax refund each year. They say that if you don't, you're basically giving the government a free loan. For some individuals who claim large tax credits, this isn't always possible. If you’re a low-income earner, may...