Tax Planning


  • Concerns About India's New Policies     Wednesday, 2 May 2012 | 11:50 PM ET

    Nicholas De Boursac, CEO of Asia Securities Industry & Financial Markets Association (ASIFMA) shares his views on why the organization disagrees to some of the new regulations proposed in India's Finance Bill 2012.

  • The Corporate Tax Debate     Tuesday, 1 May 2012 | 4:37 PM ET

    According to some estimates, the U.S. has the highest corporate tax rate in the world, but is that the rate companies actually pay? "You can raise the tax rate on Warren Buffett all you want, but unless you close the loop holes and exemptions, Warren Buffett will still pay less than a secretary," says Carly Fiorina, former CEO of Hewlett-Packard.

  • American Tax Havens Tuesday, 1 May 2012 | 3:48 PM ET
    Tax season is safely behind us, so it’s time to breathe a sigh of relief. But if you paid more to the IRS than you feel you should have, maybe it’s also time to start thinking about doing things a little differently. Maybe it’s time to think about living in a state where the tax burden is less than it is where you are now.Some states have low property taxes, low gasoline taxes and low sales taxes. Some have low income tax rates, and some expect not one cent of income tax revenue from its residen

    If you paid more taxes than you feel you should have, maybe you should think about living in a state with a lower tax burden. See which states qualify as American tax havens.

  • How Apple Sidesteps Billions in Taxes     Monday, 30 Apr 2012 | 10:33 AM ET

    Apple is on track to bank $45.6 billion in profits this fiscal year, the most of any U.S. company ever. However, in a Sunday cover story, the New York Times takes a closer look at how Apple uses legal loopholes and operates in various tax-free and low-tax locations to avoid paying billions in taxes each year. David Kocieniewski, New York Times Pulitzer-winning journalist, offers more insight on his reporting.

  • Lynch: 7 Tax Tips for President Obama Thursday, 19 Apr 2012 | 2:56 PM ET
    President Barack Obama speaking on the "Buffett Rule" in Boca Raton, FL.

    President Obama must be paying the least amount of taxes possible, as he has access to such talented people, right? Wrong. Even without a thorough analysis, we see there are some huge ways to reduce what the Obamas are paying in taxes.

  • Tax Identity Theft     Tuesday, 17 Apr 2012 | 1:25 PM ET

    Thousands of taxpayers expecting refunds are finding out they can't even file their taxes because someone has already done it for them. CNBC's Scott Cohn reports.

  • Tax Identity Theft     Tuesday, 17 Apr 2012 | 1:25 PM ET

    Thousands of taxpayers expecting refunds are finding out they can't even file their taxes because someone has already done it for them. CNBC's Scott Cohn reports.

  • Tax Day Trades: Intuit and H&R Block     Tuesday, 17 Apr 2012 | 12:30 PM ET

    The FMHR traders break down their top three trades of the hour and discuss which tax-related stocks investors should be eyeing today, with Jim Iuorio, TJM Institutional Services.

  • Celebrities Are Often in Debt to the Tax Man Tuesday, 17 Apr 2012 | 11:00 AM ET
    Lionel Ritchie

    Celebrities and entertainers often have huge incomes that vary wildly from year-to-year. This is a recipe for tax trouble that can follow even the most successful performers.

  • For Two Economists, the Buffett Rule Is Just a Start Monday, 16 Apr 2012 | 4:40 PM ET
    Thomas Piketty (L), Emmanuel Saez (R)

    High earners worried that this year’s Tax Day will be the last before their rates rise have more than the White House and Washington to blame. They can also look to two academically revered French economists whose work is the subtext for the battle over tax fairness.

  • CNBC's Sharon Epperson and Joanne Johnson, JPMorgan Private Bank wealth advisor, discuss strategies that will help you plan ahead and get a better return on your retirement.

  • IRS Form 1040

    Here are some things to check or consider if you still have the good old "1040 Form" on your to-do list, the Christian Science Monitor reports.

  • Super Rich Spared So Far by IRS Audit Task Force Thursday, 12 Apr 2012 | 1:05 PM ET
    The IRS building in Washington, D.C.

    Despite the Internal Revenue Service's promise to bring new scrutiny to the super rich, a new report finds that of nearly 8,300 individuals with income of $10 million or more, as few as a dozen may have been audited.

  • Defending the 'Buffett Rule'     Wednesday, 11 Apr 2012 | 2:10 PM ET

    Sharing perspective on whether the very wealthy should be taxed according to President Obama's "Buffett Rule," with Whitney Tilson, T2 Partners managing partner and his assistant, Kelli Alires.

  • President Obama on 'Buffett Rule'     Wednesday, 11 Apr 2012 | 10:33 AM ET

    CNBC's Eamon Javers weighs in on President Obama's statement on the "Buffett rule." The President said, "no one likes to pay taxes, but this is the real world."

  • Lazear on America's Taxing Issue     Wednesday, 11 Apr 2012 | 7:15 AM ET

    Edward Lazear, former Council of Economic Advisers chairman and Stanford University economics professor, offers insight on taxes, job growth and the current economic recovery.

  • Gene Sperling, Asst. to the President for Economic Policy, breaks down the President's tax proposal and says, "the president's overall plan is very pro-growth and cuts the deficit."

  • Is this Tax Policy or Politics?     Tuesday, 10 Apr 2012 | 3:39 PM ET

    Sharing perspective on President Obama's speech on the ''Buffett Rule,'' with Chris Krueger, Guggenheim Partners senior policy analyst; Brian Gardner, KBW Washington research analyst; and CNBC's Eamon Javers.

  • Baby boomers could stand to inherit more than $8 trillion in a transfer of wealth from their parents and, according to one estimate, more than a quarter of that money has already been doled out.

  • Lotto Advice from 7-Time Lottery Winner     Friday, 30 Mar 2012 | 2:46 PM ET

    The Mega Millions Jackpot now stands at $640M and Richard Lustig, a 7-time lottery winner, discusses what to do if you win.