Tax Planning Advice: Minimize Clients' AMT Exposure, or Do You?—Tim Speiss
Analyze the impact of the AMT on clients. Would it surprise you to learn that the AMT is sometimes a better option?
Tax Planning Advice: Consider a Roth IRA Conversion—Tim Speiss
Paying the tax on converted IRA assets at a 35% rate may be advantageous for clients.
Tax Planning Advice: Accelerate Income From Deferred Comp—Tim Speiss
Clients in deferred compensation plans might want to accelerate that income and pay tax at 35% rather than a likely higher rate in the future.
Election 2010: The Tax Impact
As the results of the 2010 election are assessed, wealth managers are looking ahead to what the lame-duck Congress may do before year-end to settle several tax issues that are up in the air.
The Impact on Small Businesses of the Jobs Act: Part I
How will the Small Business Jobs and Credit Act affect small firms?