Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The $500 divorce: Kotlikoff's new service offers financial balancing act
By Gil WeinreichA new, cheap divorce settlement service can be a valuable back office for advisors, and a way to better serve your client base.
January 12, 2015
IRS International Data Exchange Service Open for FATCA FilingsThe opening of IDES is a milestone in the implementation of FATCA, said IRS Commissioner John Koskinen.
January 12, 2015
SIFMA Blasts Proposed Financial Transaction TaxSIFMA is criticizing Rep. Chris Van Hollens just-released tax reform plan, which calls for a financial transaction tax.
January 09, 2015
Andy Friedman: The Best Time to Cash In on Washington GridlockWhile the new congressional term promises many high-profile battles, one in particular will likely trigger a market swoon and subsequent buying opportunity, Friedman says.
January 09, 2015
Republicans have a veto math problemIn the House, Republicans would need 48 Democratic votes to override a veto.
January 09, 2015
The Tax Extender Benefits for Your ClientsHeres what you need to know about the tax extender provisions that Congress made retroactively relevant for 2014.
January 09, 2015
5 Metrics for Your 2015 Strategic Business PlanIf the focus of your firm's metrics only includes AUM and production, you're missing these other valuable measurements of success.
January 08, 2015
Senators Make Push to Regulate Tax PreparersThe Taxpayer Protection Act of 2015 requires preparers to demonstrate competency in preparing tax returns, claims for refunds and related documents.