Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
In DOMA's wake, more good news for same-sex couples
By Warren S. HerschOn 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.
September 20, 2013
Shanghai Free Trade Zone Could Challenge Hong KongThere is a lot of action following Chinas approval of a free trade zone in Shanghai. While not all of it is good, opportunity lies ahead.
September 18, 2013
4 Financial Planning Profiles That Determine Consumers’ Future SuccessIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
September 17, 2013
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson NationalJeffNat's Larry Greenberg reminds RIAs that annuities are a great tax-deferral vehicle if the cost of buying them is cheap enough.
September 16, 2013
You Can Live Abroad, but You Can’t Shake U.S. TaxesIf youve got clients who are U.S. citizens but are living outside the country, theyre still liable for income, gift and estate taxes.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
Banks lock out Americans over new tax lawOffshore tax havens are beginning to turn away Americans.
September 13, 2013
Who’da thunk it? 401(k) plans really do lead to higher taxesHow can we still call something that causes people to pay more taxes tax-advantaged?