Personal Finance Tax Planning


  • When It Comes to Health-Care Reform, the IRS Rules Monday, 6 May 2013 | 10:13 AM ET

    The Internal Revenue Service will play an important role in how health-care reform is managed, even deciding who will have to buy coverage.

  • Britain to Quiz Google Again on Tax Wednesday, 1 May 2013 | 2:26 AM ET
    Google street view can on the Google Campus

    Google and its auditor Ernst & Young will be called again to a British parliament committee to testify on tax and inconsistencies in the way Google portrays its activities in Britain.

  • Being Financially Prepared for DOMA Ruling Tuesday, 23 Apr 2013 | 4:25 PM ET

    Amid speculation that the Defense of Marriage Act may be struck down, same-sex couples and their financial advisors are preparing for many possible changes in taxes and benefits.

  • How to Make Americans Really Save for Retirement Tuesday, 2 Apr 2013 | 10:15 AM ET

    Tax incentives to spur retirement-plan contributions lead only relatively wealthy, well educated Americans to save more, studies show. Automatic contributions work much better.

  • Millions of Taypayers Still Exposed to AMT Tuesday, 2 Apr 2013 | 9:57 AM ET

    Despite changes to the alternative minimum tax rules, millions will still have to pay it and the number of obligated taxpayers will keep growing.

  • Five College Financial Aid Pitfalls to Avoid Thursday, 28 Mar 2013 | 10:25 AM ET

    From early withdrawals from 401(k) accounts to how you handle gifts from Grandma, here are five pitfalls to avoid while applying for college financial aid.

  • Gold Regains $1,600 Level Wednesday, 27 Mar 2013 | 1:40 PM ET
    Gold Regains $1,600 Level

    CNBC's Sharon Epperson discusses gold's close for the day. The precious metal ended up above $1,600 over concern in Cyprus as investors looked for a safe haven.

  • Nanny Tax: Pitfalls and Need-to-Knows for Your Taxes Thursday, 21 Mar 2013 | 3:53 PM ET

    Although it's known as the "nanny tax," it's not just for nannies, and Uncle Sam won't take kindly to you if you don't pay it. Despite what's often seen as something that only the rich should be concerned with, it's something all of us better be aware of.

  • Last Minute Savings on Your 2012 Taxes Wednesday, 20 Mar 2013 | 2:31 PM ET

    April 15 is looming, but if you look carefully there are a variety of possible ways to lower your 2012 tax bill.

  • Three Simple Ways to Grow Your Federal Tax Refund Friday, 25 Jan 2013 | 4:08 PM ET

    Make sure you claim all of the tax breaks you deserve, from other taxes you have paid to expenses for job hunting, and even good deeds so small you hardly remember them.

  • Tomorrow In :30 Thursday, 24 Jan 2013 | 4:55 PM ET
    Tomorrow In :30

    What to expect from tomorrow's trading session, with Noah Hamman, AdvisorShares CEO and Brian Evans, Bond Street Wealth Management.

  • Why Money Walks From State to State Thursday, 24 Jan 2013 | 4:37 PM ET
    Why Money Walks From State to State

    Between 1995 and 2010, millions of Americans have moved between states in the U.S., taking with them $2 trillion in adjusted gross income. Travis Brown, author of "How Money Walks," and CNBC's Robert Frank break it down state by state.

  • Wealthy Americans Moving on Higher Taxes? Tuesday, 22 Jan 2013 | 4:38 PM ET
    Wealthy Americans Moving on Higher Taxes?

    CNBC's Brian Shactman and Robert Frank report on golf icon Phil Mickelson who said he "might have to make some changes," due to a tax increase. Will other wealthy Americans move because of higher taxes? Lindsey Piegza, FTN FInancial economist, shares her opinions.

  • Mickelson's Tax Math Tuesday, 22 Jan 2013 | 1:44 PM ET
     Mickelson's Tax Math

    Phil Mickelson is now saying he should have kept his opinions to himself on taxes, with CNBC's Brian Shactman and Robert Frank.

  • Payroll Tax Hike Not Seen by Some Workers Yet Tuesday, 15 Jan 2013 | 12:10 PM ET

    Not all American workers have seen the higher payroll tax in their paycheck yet, particularly those employed by small businesses, Carlos Rodriguez, CEO of ADP, told CNBC Tuesday.

  • Indian-rupees-cash-handout_200.jpg

    India will delay by two years the implementation of controversial rules on tax avoidance to 2016, Finance Minister P. Chidambaram said on Monday, giving some respite to investors after the measures dented confidence at a time the country needs capital inflows.

  • Congrats, Same-Sex Newlyweds: Here's Your Tax Bill Friday, 21 Dec 2012 | 1:16 PM ET

    State laws that recognize same-sex marriage clash with federal laws that don't, making tax season complicated and costly for same-sex spouses.

  • Mortgage Deduction Is Popular, but Few Claim It Wednesday, 5 Dec 2012 | 11:23 AM ET
    Good News Keeps Coming for Housing as Starts Surge

    Mortgage interest deduction is one of the most popular provisions of the tax code. But Internal Revenue Service data show that only a quarter of tax filers claim it.

  • Tax Avoidance: Right or Wrong? Wednesday, 5 Dec 2012 | 5:20 AM ET
    Tax Avoidance: Right or Wrong?

    Gary Richards, senior corporate tax partner at Berwin Leighton Paisner, tells CNBC that the UK tax code is very complicated so it allows companies to plan to avoid it and avoiding tax through loopholes is not illegal.

  • Fix the 'Cliff' and ‘Ton of Cash’ Gets Freed Up: El-Erian

    A debt-laden U.S. economy has 'tons’ of under invested capital that could get put to work if the federal government solves its budget woes, Pimco CEO Mohammed El-Erian told CNBC Tuesday.