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Tax Planning

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  • CNBC Poll: Raise Taxes to Pay Down the Deficit? Monday, 5 Dec 2011 | 11:48 AM ET
    Taxes, Investments, & You - A CNBC Special Report - Sponsored by Merrill Lynch

    Few, if any, politicians like to raise taxes, and those who do often pay dearly for it.  Raising taxes, however, is sometimes a necessity evil, because there is simly no other way to increase revenue or reduce a deficit. What do you think?

  • Harrisburg, PA

    Worries about municipal bond issue defaults have been overblown, obscuring the investment advantages of a once trusted debt instrument.

  • How To Make Last-Minute, Money-Saving Tax Moves Monday, 5 Dec 2011 | 11:47 AM ET
    Tax refund

    Taxpayers looking for ways to trim their 2011 tax bill, or simply to avoid unpleasant surprises when they file their returns, have a few weeks to make potentially helpful, money-saving moves.

  • CNBC Poll: What Will Happen to Income Taxes In 2012? Monday, 5 Dec 2011 | 11:46 AM ET
    Taxes, Investments, & You - A CNBC Special Report - Sponsored by Merrill Lynch

    There's nothing like taxes to start an argument. Though virtually everyone thinks they are too high in general, there's little agreement on what's fair for one group versus another.

  • Roth or Regular IRA? Only Time May Tell Monday, 5 Dec 2011 | 11:46 AM ET

    Personal income taxes are likely to rise as lawmakers grapple with the country’s deficit. That's why some investors are opting for Roth IRAs and betting on paying a lower tax rate now. Not so fast, experts say.

  • Should You Have Confidence in Trusts? Monday, 5 Dec 2011 | 11:42 AM ET

    You don’t have to be Warren Buffett to leave money to your family in trusts. There are tools to assist those with even modest wealth to reduce tax exposure, and protect and transfer assets.

  • Tackling Taxes Head On Monday, 5 Dec 2011 | 11:41 AM ET
    Taxes, Investments, & You - A CNBC Special Report - Sponsored by Merrill Lynch

    If you're weary of focusing on holiday gifts and company parties, you may want to give some attention to another end-of-year ritual: tax-planning.

  • If a politician in the 2012 election is looking for a way into many a voter's heart, there may be no easier way than to propose a repeal of the alternative minimum tax. But both major parties seem anxious to avoid the issue.

  • Cracking Your Nest Egg Early Friday, 4 Nov 2011 | 3:35 PM ET

    Withdrawing money from a retirement account can carry a high price. Besides jeopardizing long-term savings, withdrawals can incur a 10 percent penalty. Still, if you’re in a financial pinch there are some options for cracking your nest egg that are better than others.

  • Seven Tax Tips You Should Start Thinking About Now Wednesday, 2 Nov 2011 | 12:17 PM ET

    Accountant Paul Etzler says that with a little planning now, business owners can ensure they take advantage of all of the appropriate deductions and credits for the 2011 tax year. Here are his seven tax tips. 

  • Tax, Royalties and Rock'n'Roll: Why U2 Face Protests Tuesday, 7 Jun 2011 | 1:46 AM ET
    Bono singing at a U2 concert

    Fans of rock groups can get a little testy when their heroes display a less than straightforward attitude to their tax affairs. The latest victim of this is U2, one of the world’s biggest stadium rock bands, which will face protests during its high-profile set at Glastonbury this year.

  • Don't Blame Wall Street for NY Services Cuts Friday, 6 May 2011 | 2:18 AM ET
    Outside the New York Stock Exchange in lower Manhattan.

    Cutbacks in public services in New York are the result of lower state and federal investment in the city, rather than lower corporate tax revenues from Wall Street, mayoral aides said on Thursday.

  • US Business Has High Tax Rates but Pays Less Tuesday, 3 May 2011 | 6:11 AM ET
    IRS headquarters in Washington, D.C.

    The United States may soon wind up with a distinction that makes business leaders cringe — the highest corporate tax rate in the world, the New York Times reports.

  • Corporate Tax Cuts Could Sweeten Tough US Debt Talks Sunday, 24 Apr 2011 | 9:37 PM ET

    The Obama administration is preparing to inject an unpredictable new variable into its economic policy clash with Republicans: a plan to overhaul corporate taxes.

  • Top Tax Filing Errors Friday, 8 Apr 2011 | 9:42 AM ET
    It's inevitable that people make mistakes. We're only human, after all. But if you make a mistake on your annual tax return, it can you time and money. The Internal Revenue Service's processing of your return is slowed down significantly by errors, meaning any refund you might be due will be delayed. To keep that from happening, the IRS recommends double and even triple checking your return — or make it even easier by filing electronically.Click ahead to find out which filing mistakes are the mo

    It's inevitable that people make mistakes. We're only human, after all. But if you make a mistake on your annual tax return, it can you time and money. Here's how to avoid the most common, costly mistakes.

  • Last-Minute Tax Moves Could Help You Catch Up Tuesday, 29 Mar 2011 | 10:35 AM ET

    There are just a few weeks until tax returns are due. Make sure you don't miss tax moves regarding your individual retirement accounts that could potentially reduce your tax bill.