Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama, Boehner clash as cliff edge approaches
By Ben Feller, Associated Press, David EspoDespite the political rhetoric, both sides continue to negotiate.
December 19, 2012
Charitable giving: Should your high-net-worth clients wait till next year?For the wealthy, tax-deductible charitable donations could be a thing of the past ... or become more valuable than ever.
December 19, 2012
Obama would veto Republican “Plan B” on fiscal cliffThe president doesn't think the GOP's effort balances taxing and spending.
December 18, 2012
South Carolina state lawmaker proposes LTCI billAn individual could get a tax credit of up to $350 per year.
December 18, 2012
Gift Now or Not? Impact of Pease Limit on Charitable DeductionsWhile many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 18, 2012
Obama backs off hard lines in search of compromiseBoth sides still seem willing to lock in on a substantial agreement rather than just putting off a fiscal day of reckoning.