Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Life Insurance Fiscal Cliff: No Tax Preference Is Safe
By Robert Bloink, William H. ByrnesThe potential elimination of many tax preferences currently afforded life insurance is one facet of todays fiscal cliff discussions that is often overlooked. In todays political environment, no tax preference is safe.
December 05, 2012
Battle lines drawn in fiscal cliff negotiationsHighlights of White House, GOP budget plans on taxes, Medicare and the debt ceiling.
December 05, 2012
Analysis: Obama could risk going over ‘cliff’If no deal is reached, the White House will blame Republicans. But there are risks for President Obama as well.
December 04, 2012
GOP fiscal cliff plan echoes failed budget talksRepublicans have countered the presidents plan with proposals that Democrats have opposed in the past.
December 04, 2012
GOP fiscal cliff plan echoes failed budget talksRepublicans have countered the presidents plan with proposals that Democrats have opposed in the past.
December 04, 2012
Year-End Tax Strategy: Pairing a Roth Conversion With a DAFA year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
December 03, 2012
Is the Structured Settlement Process in need of Reform?Hindert also flags industry opposition for inhibiting the development of a potentially less costly alternative to factoring: commuting, wherein claimants sell rights to periodic payments back to the annuity provider. If, he says, more annuity contracts incorporated a commutation rider offering payees a discounted value of their future income stream,...
December 03, 2012
How much income taxes could rise: A breakdown of the optionsWith progress minimal on the fiscal cliff, here's a breakdown over income tax rates: who will face more taxes, and by how much.