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Jury Clears Financial Adviser Of $2.2M In FBAR Penalties

by usoftax_admin | Jan 17, 2024 | Tax News

A financial adviser didn’t have authority over several foreign accounts that he was accused of failing to report to the Internal Revenue Service, which wrongly assessed him $2.2 million in penalties, an Arizona federal jury ruled.

Exec. Owes Tax On $26M IRA Contribution, Tax Court Says

by usoftax_admin | Jan 17, 2024 | Tax News

A former executive who took a $26 million buyout and rolled it into a retirement account while incorrectly claiming it was tax-free can’t avoid paying excise taxes on the excessive contribution by asserting the taxes are really penalties, the U.S. Tax Court...

Neb. Bill Seeks Income Tax Adjustment For Unrealized Gains

by usoftax_admin | Jan 17, 2024 | Tax News

Nebraska would provide an income tax adjustment based on a percentage of a corporation’s or an individual’s unrealized capital gains under a bill introduced in the state’s unicameral Legislature.

US Tax Laws Spurring Important Investments, Panelists Say

by usoftax_admin | Jan 17, 2024 | Tax News

Tax laws passed during the current and previous U.S. administrations have spurred investment in forward-looking industries and created quality jobs, according to a former cabinet official and a Rockwell Automation executive speaking Wednesday during a panel in Davos,...

NJ December Tax Revenue Dips Following Refunds

by usoftax_admin | Jan 17, 2024 | Tax News

New Jersey’s major tax revenue collection for December fell 3.1% from the previous year, mainly because of an increase in corporate and income tax refunds, the state Department of the Treasury said Wednesday. 

Woman Can Claim Credit Only For School Books, Court Rules

by usoftax_admin | Jan 17, 2024 | Tax News

Only $800 of the $5,000 in expenses a California woman claimed qualify for an educational tax credit, the U.S. Tax Court ruled Wednesday.
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