Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
U.S. Tightens Scrutiny of Small Businesses Skirting Obamacare Mandate
By William H. Byrnes, Robert BloinkIf your small-business clients are thinking of reclassifying employees as independent contractors to avoid the employer mandate on health insurance, tell them to think again.
October 01, 2013
NAIFA: Inside build-up will escape tax reformThough not official, the announcement was based on "conversations" between NAIFA and Congressional members.
October 01, 2013
Gifting Life Insurance Policies: Not a Simple MatterThe transfer for value rule can create a serious tax trap for a client who transfers a life insurance policy subject to a policy loan.
September 27, 2013
EU Pushes Ahead With Reforms Despite OppositionAction is progressing on a number of fronts for the European Union even as opposition from countries such as Germany and the U.K. slows progress.
September 26, 2013
How to determine the fair market value of a giftDid your client give his son a car? Gift some stock to a grandchild? Here's how to figure out what it might cost him in taxes.
September 26, 2013
How to determine the fair market value of a giftDid your client give his son a car? Gift some stock to a grandchild? Here's how to figure out what it might cost him in taxes.
September 25, 2013
How to Market to, and Meet the Needs of, Same-Sex CouplesThree suggestions on how to market to same-sex couples, three key planning issues you should address and a checklist (good for domestic partners, too) to put it all together.
September 25, 2013
In DOMA's wake, more good news for same-sex couplesOn August 29, the IRS adopted Revenue Rule 2013-17, which states that same-sex couples will be treated as married for all federal tax purposes.