Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Quick Fixes for Last-Second Client Year-End Transactions
By Robert Bloink, William H. ByrnesAs we teeter over the fiscal cliff, there are still a few maneuvers that allow clients to take advantage of current high exemptions and low tax rates.
December 26, 2012
Resolving the fiscal cliff: 3 scenariosEfforts to save the nation from going over a year-end fiscal cliff were in disarray as lawmakers fled the Capitol for their Christmas break.
December 21, 2012
Boehner on averting fiscal cliff: ‘God only knows’Stocks fell, congressional leaders squabbled and the fiscal cliff drew implacably closer.
December 21, 2012
Hope Dims for Fiscal Cliff Deal Before ChristmasA Christmas miracle on the fiscal cliff faltered after House Speaker John Boehner called an abrupt recess for the House, handing responsibility for a deal to President Obama and the Democrats.
December 21, 2012
Global Stocks Drop as U.S. Fiscal Cliff Deal FailsWithout an agreement, the U.S. economy will fall off the so-called fiscal cliff on Jan. 1 when Bush-era tax cuts expire and spending cuts kick in automatically.
December 20, 2012
A Toll Road as Metaphor for the Fiscal CliffAs the country drives toward the fiscal cliff, a metaphor on taxes and capitalism.
December 20, 2012
Who Will Be Subject to Obamacare Net Investment Tax?IRS provides guidance on Obamacare 3.8% investment income tax, including who is affected, and on the Additional Medicare Tax.
December 20, 2012
FSI Endorses Senate Bid to Preserve Retirement Tax IncentivesAs fiscal cliff talks stagger on, independent broker-dealer group praises Senate Concurrent Resolution 62, and points out that taxes on retirement plans are only deferred.