Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What’s an Advisor’s Value?
By Michael FinkeA recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during recent market conditions.
January 21, 2013
Fiscal Cliff Deal: ‘A Missed Opportunity’While the fiscal cliff deal that was approved by the House and Senate on Jan. 1 was good news in that it sent the markets soaring and includes some changes that make financial planning easier, critics of the deal say that it fails to remedy the fiscal challenges that lie...
January 21, 2013
A Time-Limited Benefit of Fiscal Cliff Act: Tax-Free IRA Charitable RolloversWhile the fiscal cliff law marked the beginning of a new era of higher taxes for many taxpayers, it also revived a way to reduce taxable income: tax-free treatment of charitable contributions from IRA accounts.
January 21, 2013
Virginia bill would ax LTCI tax creditH.B. 2253, a transportation funding bill would also cut the individual tax rate by 0.2 percent.
January 18, 2013
Top ten taxesA financial blogger names 10 taxes to increase; life insurance products didn't make the list.
January 17, 2013
IRS Announces New Deductions for Home OfficesThe lives of home office dwellers just got easierand maybe cheaper.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.