Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Higher tax rates give top U.S. earners year-end headaches
By Margaret Collins and Richard RubinThe higher tax rates passed by Congress this year have some top U.S. earners seeking last-minute strategies to lower their tax bite as year-end calculations turn up unpleasant surprises.
November 05, 2013
10 Best & Worst Tax States for RetireesThinkAdvisor highlights the five best and five worst states from a Kiplinger study on the tax environment for retirees.
November 01, 2013
4 Things for Fiduciaries to Consider With IRA RolloversNew Pershing white paper tackles complicated proposed actions by DOL, SEC on the question of fiduciary duty.
November 01, 2013
12 facts about Alzheimer's you need to knowThe numbers associated with Alzheimer's disease are mind-numbing and important.
November 01, 2013
PIMCO’s Gross Calls for Tax Hike on Rich, Laments 1% ‘Scrooges’Reading almost like an Occupy Wall Street manifesto, bond billionaire Bill Gross latest outlook says its time to end lower taxes on capital than labor.
November 01, 2013
Treasury, IRS Change FSA Use-or-Lose RuleTreasury Secretary Lew says the change is a "common-sense solution" to help people pay for health care.
October 29, 2013
Tax Court Provides Help for Estate Planning Using Gift Tax ValuationReversing course, the Tax Court recently blessed a valuation strategy for lifetime gifts that can be used to reduce overall estate tax liability.
October 28, 2013
WOW: Not investments, but risk managementWhether its a basketful of goodies (plus aspirin) sent to tax professionals as a tax season survival kit, or an offer to connect hurricane-menaced clients with sources of preparation and cleanup assistance, advisors can create WOW experiences for individuals or groups.