Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
In Giving Season, Reminders From IRS; Guidance From CFP Board
By Richard Niles, J.D.Timely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.
December 10, 2012
ESOPs: a plan to help business owners avoid "taxmageddon"Because of their special tax features, ESOPs allow owners to sell their stock and diversify their wealth on a tax-favorable basis, while effectively retaining control of their business.
December 10, 2012
Nomadic Millionaires Value Quality of Life, Family Over Business Interests: RBC StudyWealth Through the Prism of Culture and Mobility investigated the investment, wealth transfer and charitable-giving behaviors of individuals who lived, worked or spent more than half their time outside their country of origin and had investable assets of at least $1 million.
December 10, 2012
Erskine Bowles: 40% Chance of Cliff DealLike the lottery, maybe hes just playing the ages of his kids.
December 10, 2012
Here’s a new tax on savings you didn’t know aboutDoes the unearned income Medicare contribution tax penalize savers?
December 10, 2012
Obama, Boehner meet to discuss fiscal cliffBut the two parties remain far apart on raising taxes for the wealthiest Americans and entitlement reform.
December 07, 2012
Peter Schiff: The Myth of Higher Taxes Creating Higher RevenuesAn uncharacteristically subdued Schiff argues against the "myth" that higher taxes will lead to higher revenues.
December 07, 2012
Do Dems have the upper hand in fiscal cliff negotiations?In the wake of President Obama's election victory, Democrats are likely to get much of what they seek.