Month: June 2020

Getty (Updated: June 12, 2020) On March 20, 2020, Treasury Secretary Mnuchin extended the tax filing and payment deadline for federal income tax to July 15, 2020. This relief includes estimated payments for the first and second quarters. You can find more information and guidance here. Some states have also extended filing and payment deadlines –
0 Comments
Bitcoin currency sign in digital cyberspace. Technology Network and Internet marketing, Money … [+] Exchange background concept Getty The tax code does not treat every stream of income the same way. If you are a cryptocurrency user, it is important to know about these different types of income because they can dramatically impact your post-tax
0 Comments
Closeup of weightlifter clapping hands before barbell workout at the gym Getty In the latest episode of Willis Weighs In, Benjamin Willis, contributing editor for Tax Notes Federal, and Jasper Smith, executive editor for commentary for Tax Notes, discuss Ben’s journey from the foster care system in Providence, Rhode Island to one of the tax industry’s must-watch thought
0 Comments
Economic Security Planning, Inc. Today’s column addresses questions about the earnings test and a spouse’s retirement benefit, spousal and retirement benefits, survivor benefit rates, maximizing spousal benefits and eligibility for divorced spousal benefits. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of Economic Security Planning, Inc, which markets
0 Comments
Income on a K-1 flickr Editorial/Getty Images If you ever receive a K-1 from a partnership, send it to your accountant without looking at it and expect that your accountant is tracking things thoroughly, pay attention. If you do your own return, pay even closer attention. IRS efforts to tighten up partnership reporting may be
0 Comments
In a recent interview, attorney Steven J. Oshins and CPA Bob Keebler described the current estate planning environment as a “perfect storm”. The unified credit amount is $11.4 Million per person; the interest rates are at an unprecedented low of 0.6% (June 2020);  the CARES Act waives the Required Minimum Distributions from Retirement Plans; market volatility
0 Comments
If you have a taxable estate, consider yourself fortunate. I often tell clients, “paying estate taxes is a good problem to have.” It is better than the alternative – dying with few or no assets. But sometimes little thought is given to who will pay these estate taxes. An estate tax is a one-time tax
0 Comments
Woman Wrapping Present in Money Getty The deduction for charitable contributions is a centenarian that’s been through a lot since its 1917 inception. The coronavirus crisis could set the stage for the next major revision of section 170, and the most popular option seems to be expanding the deduction. It’s unsurprising that there’s now a call
0 Comments
TOPLINE The flood of new retail investors making speculative stock trades are not behind the market’s recent rally, according to new research from Barclays which found that many of Robinhood users’ top picks tended to underperform. Robinhood customers piling into a stock usually resulted in lower returns, Barclays found. Rafael Henrique/SOPA Images/LightRocket via Getty Images
0 Comments
Getty It began with a form letter that a large company sent to all its landlords. In that letter, the company said the coronavirus closures had decimated its revenues, so the company asked the landlord to defer all rent for April through July 2020, a total of four months, with repayment to start at some
0 Comments
Stord As large swaths of the country began shutting down in mid-March, 23-year-old Sean Henry was finalizing his company’s first acquisition. Atlanta-based Stord, a cloud-based warehousing platform, had spent months finalizing plans to buy transportation provider Cove Logistics to build out its freight capabilities. “The market has changed since we originally made this decision and
0 Comments
Image Source | Getty Images Many Americans are at risk of not receiving their $1,200 stimulus checks. Now, research estimates that as many as 12 million people could go without the payments due to them. That’s according to the Center on Budget and Policy Priorities, a non-partisan research and policy institute. The center based its
0 Comments
Three months into the Covid-19 pandemic, and even as states across the country emerge from the resulting economic shutdown, the unemployment rate is still near its highest level in the post-World War II era.  In such uncertain times, ”it’s really hard to stay resilient and optimistic,” ”Shark Tank” star Kevin O’Leary tells CNBC Make It. Especially if you’ve
0 Comments