Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
India’s New Budget: Boring but Solid, Watchers Say
By Savita Iyer-AhrestaniThe lack of big bang reforms in the new government's first budget is common market talk, but numerous investors believe the plan will boost growth.
March 05, 2015
View: The odds against PPACA just got a lot weakerThe author thinks the Obama administration has four possible paths to winning King vs. Burwell.
March 05, 2015
View: The odds against PPACA just got a lot weakerThe author thinks the Obama administration has four possible paths to winning King vs. Burwell.
March 04, 2015
More Asian-Americans Likely to Become AdvisorsThe challenges and benefits of providing financial advice will lead to more Asians becoming advisors, says planner George Dang.
March 04, 2015
IRS Wants Your Advice About Obamacare Cadillac Plan TaxThe value limits can be adjusted even in 2018.
March 04, 2015
The CRT: Give to Charity, Supplement Retirement IncomeTheres been a resurgence of interest in the charitable remainder trustheres how to determine if its appropriate for your clients.
March 03, 2015
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3In this third and final installment on real estate taxation, we look at how tax considerations and strategies vary among specific types of investments.
March 03, 2015
These 6 Tax Avoidance Strategies Show Tax Code Is Unfair: SenatorDuring committee hearing on fairness in taxation, Sen. Ron Wyden said he would be guided by Ronald Reagan's three principles on tax reform.