Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Economy and Politicians Put Americans in Sour Mood
By Michael S. FischerBut most Americans feel well-equipped to make important financial decisions, according to the latest quarterly Allstate/National Journal Heartland Monitor Poll.
November 15, 2013
Financial Wellness Slips in Q3Despite making some progress in their financial situations over the past couple of years, employees still arent on track and they know it.
November 15, 2013
Brush Up on Expiring Tax Provisions, Experts WarnThe on-again, off-again nature of expiring provisions creates a lot of uncertainty, the AICPA chairman says.
November 12, 2013
IRS Gives Double Tax Benefits of Health FSAs a BoostBecause many clients are anticipating higher out-of-pocket health expenses in 2014 under the Affordable Care Act, FSAs are likely to become more popular than ever.
November 08, 2013
Higher tax rates give top U.S. earners year-end headachesThe higher tax rates passed by Congress this year have some top U.S. earners seeking last-minute strategies to lower their tax bite as year-end calculations turn up unpleasant surprises.
November 08, 2013
Higher tax rates give top U.S. earners year-end headachesThe higher tax rates passed by Congress this year have some top U.S. earners seeking last-minute strategies to lower their tax bite as year-end calculations turn up unpleasant surprises.
November 07, 2013
Americans to Congress: Hands Off Our Retirement AccountsA survey released by the Coalition to Protect Retirement found 87% of Americans think retirement accounts should be off limits to Congress.
November 06, 2013
Can a Twitter Freeze Slash Your Client’s Tax Bill?Although it might seem that your clients have little in common with Twitters executives, the companys IPO documents suggest otherwise.