Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Switzerland and FATCA: Broader Effects
By Marlene Y. SatterWhile it would change some of Switzerland's business practices, the countrys acceptance of international standards would be to its advantage
March 14, 2013
Advisors, Rethink Your Role in Roth IRA Conversions: INGRetirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.
March 14, 2013
7 Key Tax Protests That Shook AmericaResisters have tried violence and politics, but the taxes keep rolling on.
March 13, 2013
Health Care and Taxes, Pt. 2: Long-Term Care InsuranceThe experts at Tax Facts Online discuss whether long-term care insurance premiums are tax deductible.
March 13, 2013
10 tax tips for small businessesWith still one month until the deadline, get some tips to make filing a little less harrowing.
March 13, 2013
Paul Ryan’s Budget: Something for Everyone (to Criticize)"The president promises big government and Ryan promises smaller big government, a Cato Institute analyst says, while others say cuts are still too big.
March 13, 2013
Tax-Weary U.S. Millionaires Move to Cayman Islands, Hong Kong for ReliefNigel Green, CEO of a global advisory firm, says he has seen a 48% rise in wealthy Americans inquiring about permanently relocating outside the U.S.
March 13, 2013
Advisor Accidentally Mails List of Tax Cheats, Authorities Zone InFederal prosecutors charge that over an 11-year period, an advisor helped 60 people in the U.S. hide $184 million.