Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The road to comprehensive tax reform
By Arthur D. PostalIs the administrations proposal to cap retirement accounts a prelude to taxing the buildup inside life insurance policies?
April 22, 2013
Despite Higher Taxes, Affluent Americans Will Continue to SpendA new study adds fuel to the fire over the impact of higher taxes on discretionary spending.
April 19, 2013
Simpson, Bowles Reduce New Deficit Plan to Prod CongressLike Jackie Gleasons Buford T. Justice in 1977s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.
April 18, 2013
Happy Tax Freedom Day!With a William Wallace-style cry of Freedom! millions of taxpayers will today reach a milestone.
April 17, 2013
IRA Cap Gives Rise to New Funding StrategiesAs with the Whac-A-Mole carnival game, new regulation means new opportunity.
April 16, 2013
Gridlock Easing in Congress, but Not in House Financial Services: Rep. HimesWhile the icy stalemate in Congress is beginning to thaw, expect further gridlock on the House Financial Services Committee, Rep. Jim Himes, D-Conn., told state regulators Tuesday.
April 15, 2013
Hedge fund manager Paulson to start fund for tax reductionJohn Paulson is expected to announce a new fund aimed at mitigating investors' income taxes.
April 15, 2013
Hedge fund manager Paulson to start fund for tax reductionJohn Paulson is expected to announce a new fund aimed at mitigating investors' income taxes.