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Tax and Estate Planning

March 29

Why your April 2019 tax bill could catch you off guard

10.2% of New Jersey residents will pay more taxes after tax reform, as will 9.4% of Maryland residents.

March 23

Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

March 16

Don't know if you qualify for 20% pass-through deduction? You're not alone

Trying to figure out who qualifies for the deduction — and who doesn't — is proving to be a monumental challenge.

March 8

How to get the pass-through deduction by reducing taxable income

Professionals who work for services firms are only eligible for the full 20% deduction if their income is less than $157,000 for singles and $315,000 for married couples

February 15

New tax law likely to make divorce negotiations more acrimonious

Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.

January 12

IRS releases new withholding tables

GOP promises workers will see increases in their paychecks starting in February.

January 4

States already seeking workarounds to Republican tax changes

New York Gov. Cuomo promises to sue federal government, make changes in state tax code.

Gallery

December 29

10 worst states to live in, if you're rich

Moneyrates.com looked into wealth around the United States and found these 10 states are the worst to live in if you are rich.

December 28

Affluent Americans inundate accountants for advice

Tax experts scramble to understand full implications of the 500-page law which is anything but simple.

December 21

Interest in donor-advised funds surges in response to tax changes

You still have time to set up accounts before year-end, but some contribution deadlines have passed.

December 14

Tax overhaul could help U.S. real estate investors

Owners and developers of commercial real estate stand to gain from a new tax break for pass-through entities.

Gallery

December 7

10 best states to live in, if you're rich

Top states in which to live if you are wealthy.

December 1

Senate tax bill is a hike on retail investors

The FIFO mandate favors investment companies, not real people, and should be removed.

December 1

Senate tax bill has something for every Republican to hate

Tax hike provisions and survival of the estate tax are big sources of ire.

November 10

Everything you need to know about the Senate GOP tax proposal

Here's how the Senate proposal compares with the House version so far on key areas.

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