Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Premium Care: Why Specialty Insurance Carriers Make Sense
By Marlene Y. SatterWhen the financial crisis hit, consumers trying to cut expenses turned to cheaper homeowners policies from standard carriers. However, when Hurricane Sandy arrived, some who lost homes and possessions found that economizing might have been penny wise but pound foolish.
April 24, 2013
8 questions for small businesses considering subsidiesIf youre a small business, would you qualify for the tax credit available under PPACA? You bet you would.
April 24, 2013
Conservative Economist: Deficit Cutting Has Gone ‘Far Enough’American Enterprise Institute budget expert John Makin argues that the U.S. is nowthanks to the sequesteron a sustainable fiscal path.
April 23, 2013
Rogue trader turned reformerHis rogue trading brought down a bank, but now Nick Leeson is trying to help those in bankruptcy after the economic crisis.
April 23, 2013
Online transaction tax rife with unintended consequencesLawmakers and industry officials say an online financial transaction tax bill would hurt retirement savers, small businesses and investors.
April 23, 2013
Online transaction tax rife with unintended consequencesLawmakers and industry officials say an online financial transaction tax bill would hurt retirement savers, small businesses and investors.
April 23, 2013
Online Sales Tax Bill Seen as Rife With Unintended ConsequencesLawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.
April 23, 2013
The road to comprehensive tax reformIs the administrations proposal to cap retirement accounts a prelude to taxing the buildup inside life insurance policies?