The President’s budget attack on the supposed “loophole” of saving for retirement *

USA - April 12 2013
The administration views certain savings for retirement to be a tax loophole. The just released budget, in its Overview, states: "[The budget] ends a…

Co-authors: Christopher J. Rylands .

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Qualified plans at risk when jumbled with true tax expenditures, part III *

USA - February 8 2013
In the first article of this series, we discussed the approach described by the Government Accountability Office (GAO) in evaluating tax expenditures…

Co-authors: Serena F. Yee .

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Qualified plans at risk when jumbled with true tax expenditures, part II *

USA - January 28 2013
In the first post of this series, we discussed the approach described by the Government Accountability Office (GAO) in evaluating tax expenditures…

Co-authors: Serena F. Yee .

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Qualified plans at risk when jumbled with true tax expenditures *

USA - January 24 2013
This is the first post in a three part series where we'll focus on the impact that upcoming "tax reform" and the "second fiscal cliff" negotiations…

Co-authors: Serena F. Yee .

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Roth opportunity expansion for all the wrong reasons *

USA - January 7 2013
Congress continues to work (or some might suggest not work) in its typically convoluted motif. Among the tax law changes in the American Taxpayer Relief…

Co-authors: Christopher J. Rylands .

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