Taxes

Economic Security Planning, Inc. Today’s column addresses questions about potential effects of stopping work years before filing for Social Security, suspending benefits, language to use when filing a restricted application, retroactive benefits and retirement benefits before survivor’s benefits. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of Economic
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Just in time for the holidays, the Setting Every Community Up for Retirement (SECURE) Act was signed into law on Friday, December 20, 2019. The Act, which was the most significant piece of retirement legislation introduced in over a decade, includes provisions to help individuals save more for retirement and achieve financial security. The SECURE
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Getty There’s no shutdown in the cards: Washington has finally passed a spending bill. The Consolidated Appropriations Act, 2020, includes a wide range of provisions from healthcare tax repeal to extenders.  As expected, the Act included the repeal of three Affordable Care Act-related taxes: the so-called “Cadillac” tax on health insurance benefits, an excise tax
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Getty Investors have a tax conundrum as we approach the end of 2019. Major U.S. stock indexes are hitting record highs. Bonds had a strong run in 2019. Gold has been a strong performer as well. The result is many investors have substantial gains on paper. Investors are wondering if they should sell investments with
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The whistleblower allegation that Ensign Peak Advisors, has in its over 20 years of existence accumulated over $100 billion dollars in excess tithes and the investment returns thereon is generating some excitement. EPA is characterized as an integrated auxiliary of The Church of Jesus Christ of Latter-day Saints. I’ve decided to call the matter Ensigngate.
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Getty North Carolina leads Forbes’ Best States for Business list for the third year running, but Texas is giving the Tar Heels some competition. Our 14th annual ranking is based on measures of six categories relevant to businesses: costs, labor supply, regulatory environment, current economic climate, growth prospects and quality of life. We factor in 40
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Getty It’s the fourth day of my 12 Days of Charitable Giving for 2019. Readers have suggested deserving charities over the past few weeks, and I’ll be posting the results here. Today’s charity is Food To The Rescue (FTTR). According to recent studies, one in five children in Middle Tennessee does not know where their
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Well, it’s interesting to see Mormons back in the tax news. The Washington Post has a story about a whistleblower’s disclosures to the IRS that Ensign Peak Advisors, Inc, founded in 1997, has accumulated over $100 billion in assets without ever making any charitable distributions. The only two outflows appear to have been to bail
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The stars og Grace and Frankie are likely getting hit with the Medicare Surcharges. LOS ANGELES, … [+] CALIFORNIA – MAY 18: Jane Fonda and Lily Tomlin at FYC Event For Netflix’s “Grace And Frankie” at Raleigh Studios on May 18, 2019 in Los Angeles, California. (Photo by Araya Diaz/Getty Images) Getty Images December is
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Paying taxes as sustainability strategy Getty Sustainability gets higher on the policy agenda of many corporations. Not only in the light of climate change but also in terms of fair working conditions, health, gender equality and other Sustainable Development Goals. Some corporations take sustainability as seriously as they can throughout their organization and value chain.
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Getty Negotiations are ongoing, but it looks like the fiscal year 2020 spending bill will include permanent repeal of up to three Obamacare taxes: the so-called “Cadillac” tax on health insurance benefits, an excise tax on medical devices, and the Health Insurance Tax. The three taxes were part of the Patient Protection and Affordable Care
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Woman power and leadership in today’s human resources Getty Tax Notes chief correspondent Amanda Athanasiou discusses with Eversheds Sutherland partner Kriss Rizzolo the dearth of women in senior roles in tax law. Rizzolo describes her own experience climbing the ladder and how to support other women who are doing the same.   Read the podcast transcript below.
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