Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama still betting on big deal
By Jim KuhnhennA fiscal deadline all but blown, President Barack Obama says he once again wants to seek a big fiscal deal that would raise taxes and trim billions from entitlement programs.
February 28, 2013
Lew Has Work Cut Out for Him as Treasury HeadJacob Lew is scheduled to be sworn in Thursday as Treasury secretary and will have to hit the ground running.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 26, 2013
How to gain clients through CPAsGetting a CPA to give a referral can be difficult but the headache is worth it.
February 26, 2013
WARNING: Fed Candy May Be Hazardous to Your WealthAn assessment of the Federal Reserves balance sheet, and questions on what the Fed will do next.
February 25, 2013
Sequestration Cuts Imminent; Government Shutdown LoomsAs the nation braced for the $85 billion in sequestration cuts to kick in on March 1, Joe Lieber of Washington Analysis laid out the numerous tools available to blunt sequestrations impact.
February 22, 2013
Wanted: Smart Strategies for Wealthy’s Steeper Tax LandscapeNot since Jimmy Carters presidency have the very well-off been subject to such high tax liability. The increases are permanent.