Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Your Clients and Their Children: The Problems With Joint Bank Accounts
By Andrew RiceSome of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.
June 03, 2013
Apple’s Irish Tax Exposure Opens Up International DebateThe Apple case has brought to light the fact that the link between where companies make their profits and where they pay taxes on those profits is often tenuous.
May 28, 2013
State of the market for non-qualified deferred comp plansAs analysts explore the impact on the economy and federal budget discussions continue, financial professionals are supporting their clients with planning ideas to help meet the challenges of this new tax environment.
May 28, 2013
Don’t Let Elderly Die Without Paying Their Bills: KotlikoffEconomist Laurence Kotlikoff, who's advising on upcoming legislation on how to recalculate U.S. debt, says, Rich older people need to pay more in taxes and consume less.
May 27, 2013
S-curve explosionsWithout your help, the IRS might wind up your clients' biggest beneficiary.
May 27, 2013
S-curve explosionsWithout your help, the IRS might wind up your clients' biggest beneficiary.
May 23, 2013
Where Does the Money Go in IRAs?Its a salient question asked and answered by the EBRI in its latest analysis of the savings plans.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.