The royal treatment; tit for tat; false certifications; and other highlights of recent tax cases.

Captive insurance is also sometimes promoted as a tax shelter, but using it that way has its hazards. Captive insurance is a form of self-insurance for businesses. A captive insurance company may ...

Yes. Put as much money as you can into tax-sheltered retirement accounts, such as 401(k)s and IRAs. That's because the investments in those accounts grow tax-free until retirement - meaning you'll ...

A bill introduced in Congress would create an unprecedented 100% tax credit for donations to nonprofits that give out private K-12 school vouchers and create a lucrative tax shelter that would further ...

Also, you can use the account value from a rollover IRA, 401(k) or tax-sheltered annuity as a source of the QLAC premium. In today’s market (February 2025 survey), a 62-year-old man can purchase ...

The voucher system would double as a tax shelter for the ultra-rich. The plan allows for donations of stock instead of cash. Donors avoid capital gains taxes when stocks increase in price ...

A $100-million lawsuit has been launched against the CRA by a company audited for what the agency calls "tax shelter gifting ...