Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The 10 most expensive data breaches
By Lori WidmerThe average cost of a data breach hit $5.9 million in 2014, up 9 percent from the previous year. How much have insurers lost?
June 09, 2015
Multinational companies have to pay taxes after allThat magical place where giant companies shifted corporate income so it was never taxed seems to be coming to an end.
June 09, 2015
H&R Block sees large PPACA liar marketCoverage documentation rules could improve taxpayers' behavior in 2016, executives say.
June 04, 2015
Let’s ax the “Cadillac tax”A property-casualty group executive says all agents should oppose this health law provision.
June 01, 2015
How to Dodge the New Medicare Surcharge BulletThe new Medicare Doc Fix law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
May 27, 2015
Could tax reform lead to infrastructure upgrade?A few things are giving me a small measure of hope that we could see an uptick in infrastructure fundings.
May 27, 2015
Taxpayers’ Private Data Stolen From IRS WebsiteIdentity thieves hack information of 104,000 taxpayers and net $50 million in fake refunds.
May 27, 2015
The politics of repealing the estate taxForceful, bully-pulpit statements might be enough, under the right circumstances, to repeal the estate tax again come 2017.