Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama, House Republicans Jockey on Charity Tax Breaks
By Michael S. FischerThe GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
February 02, 2015
Tax Season 2014: Your Quick List of Best PracticesThe 2014 tax season is now here, and this could be the busiest time of year for many advisors.
February 02, 2015
IRS International Data Exchange Service Open for FATCA FilingsThe IRS announced in January that IDES is open for enrollment, and that financial institutions and host country tax authorities can use it to securely send reports on financial accounts held by Americans to the IRS under FATCA.
February 02, 2015
After Obama Address, Battle Lines Are Drawn in CongressIndustry trade groups and lawmakers were quick to weigh in with praise and criticism of issues raised in President Obama's mid-January State of the Union address, namely cybersecurity, the Dodd-Frank financial reform law, taxes and entitlement reform.
February 02, 2015
Global Clients Need Global AdvisorsTaxes, culture, time zonesadvising a client a continent away, whether theyre there permanently or temporarily, is challenging.
February 02, 2015
Key Congressional Committees Get New LeadersThe start of the new GOP-controlled Congress brings with it new faces to key congressional committees that hold sway over a variety of issues impacting advisors.
January 30, 2015
Paid Tax Preparers Should Be Regulated, Consumer Groups SayMore than half of all tax returns are prepared by paid tax preparers, only 40% of whom are subject to mandatory professional standards, coalition says.
January 29, 2015
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific NorthwestMeanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.