Tax Planning


  • 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.

  • Don’t Be an April Fool – Remember Your IRA Thursday, 29 Mar 2012 | 12:36 PM ET

    April is the month with the deadlines for IRA contributions and mandatory IRA withdrawals and the deadline for your 2011 IRA contribution is April 17, 2012.

  • The good news is Americans are living longer. But the worry for many retirees is that they'll outlive their savings.

  • Losey: 15 Ways to Spend Your Tax Refund Monday, 26 Mar 2012 | 11:21 AM ET

    Is a tax refund coming your way? If you have already received your refund for 2011 or are about to receive it, you might want to think about the destiny of that money. Here are some possibilities.

  • 11 Celebrities Hit by the Taxman Tuesday, 20 Mar 2012 | 4:51 PM ET
    It’s not tax time just yet, but it’s looming uncomfortably on the horizon. The conscientious among us have already filed their tax forms or are in the process of doing so. The rest of us hem, haw and put it off until the last minute.Apart from the punctual and the lackadaisical, another category of taxpayer exists: The taxpayer who, for one reason or another, has failed to accurately disclose all of his or her earnings. Sometimes this is a simple mistake. Sometimes it’s the accountant’s fault. S

    Some celebrities, including Lauryn Hill, fell out of good standing with the IRS, and paid dearly for it. Read ahead to see some of the celebrities who just didn’t get that return in on time.

  • Planning for Retirement? Slow Down! Friday, 16 Mar 2012 | 12:37 PM ET
    Window with man looking at the Illuminated Jin Mao Tower in Shanghai, China. Window with man looking at the Illuminated Jin Mao Tower in Shanghai, China.

    For most of us, retirement will be the shortest, most challenging period of our lives and yet few are fully prepared for this life stage.

  • Property Tax Collections to Start Downward Trend Tuesday, 13 Mar 2012 | 10:21 AM ET
    Home and Taxes

    Last year, property tax collections declined 0.9 percent when adjusted for inflation. If that downward trend continues, property taxes may actually decline in absolute terms, which hasn't happened since the Great Depression. USA Today reports.

  • Delaying Retirement: Why 68 Has Become 'the New 65' Wednesday, 29 Feb 2012 | 3:50 PM ET

    "Delaying retirement leaves a worker with fewer years of retirement to finance, more time to save and earn returns, and higher Social Security benefits," says one financial planner.