Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The fiscal cliff battle is already over, and the Republicans have won it
By Staff WriterNeither side seems to realize they're pushing on open doors.
December 13, 2012
Health care reform FAQ: How does the employer mandate tax penalty work?These five examples span a range of employer tax penalty scenarios.
December 13, 2012
US economy could withstand brief fall off cliffEconomists expect a soft landing as long as both sides continue to negotiate in earnest after the deadline.
December 12, 2012
How One Advisor Is Speaking to Clients About the Coming CliffYes, the fiscal cliff is looming. Is NorthStar's Fred Taylor scrambling to talk to clients about their dividend-rich portfolios? He's way ahead of you.
December 12, 2012
Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case StudyAs fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.
December 12, 2012
‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff TalksI can afford to pay the estate tax is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.
December 12, 2012
BlackRock’s Fink: 95% of Fiscal Cliff Pundits ‘Have No Clue’Larry Fink is trying his hand as television pundit, and he doesnt like what he sees.
December 12, 2012
New Hire Roundup: Commonwealth’s Tedesco HonoredThis week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.