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  1. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  2. Retirement Prepping for the Fiscal Cliff

    Financial columnist Gail MarksJarvis lays out planning strategies for taxes, Social Security, Medicare, and more, that retirees and pre-retirees should keep in mind amid U.S. budget uncertainty.

  3. Six Retirement Tax Pitfalls

    Avoid penalties and overpayments by managing your required minimum distributions, withdrawal sequence, quarterly tax estimates, deductions, and more.

  4. Strategies Today for Higher Taxes Tomorrow

    Investor Solutions' John Pitlosh discusses how to navigate potentially higher dividend and capital-gains rates, the health-care tax surcharge, and a phase-out of itemized deductions.

  1. Five Muni Considerations for 2013

     

  2. Many Businesses Can Start Filing Income Tax Returns Feb. 4

    Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.

  3. IRS Steps Up Enforcement of High-Income Taxpayers

    The Internal Revenue Service reported that audits of individuals topped 1 million in fiscal year 2012 for the sixth year in a row, a coverage rate of 1.03 percent of all tax returns filed, while audits in the upper income ranges remained substantially higher than other categories.

  4. Taxes: What’s New for 2013?

     

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