Corporate Inversions Can Affect Your Taxes
The decisions made by some publicly traded U.S. companies to reduce corporate taxes could impact your personal return. For example, certain mergers between U.S. and foreign companies can result in […]
“Economic Substance” Is A New Tax Rule
Suppose someone offered you a business opportunity that would let you defer tax on your passive income, then later benefit from lower tax rates by converting ordinary income to capital […]
A Tax-Smart Strategy For Your Investments
One of the most common mistakes investors make is forgetting to increase their basis in mutual funds to reflect reinvested dividends. Many mutual fund investors automatically reinvest dividends in additional […]