Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fidelity: Majority of Retirees Have Not Taken RMDs for 2012
By John SullivanIts understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.
November 28, 2012
Where Have All of Britain’s Millionaires Gone?Thats a question many Britons are asking now that new data show nearly two-thirds of the countrys million-pound earners have disappeared nearly one year after a tax hike on the nations highest earners.
November 28, 2012
Advisors ‘Overwhelmingly’ Optimistic Fiscal Cliff Deal Can Be Reached: FSI PollAdvisors are overwhelmingly optimistic that a deal will be reached to avert a fiscal cliff, and that such a deal will include not only higher marginal tax rates for wealthy Americans but will also include curbs on deductions, according.
November 27, 2012
Most Investors Don’t Understand ETF Taxes: BlackRock StudyAdvisors were alerted by iShares to the key questions that they should expect to answer about the ETFs in clients portfolios.
November 27, 2012
5 Smart Approaches to Charitable Giving This Holiday SeasonWith so much tax and fiscal uncertainty, Schwab Charitables Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.
November 27, 2012
Muni Bonds’ Tax-Exempt Status Threatened in Fiscal Cliff TalksMembers of the newly formed Municipal Bonds for America descended on Capitol Hill on Tuesday to protect the tax-exempt status of municipal bonds.
November 27, 2012
Obama to appeal to public on fiscal cliffPresident Barack Obama will meet with small business owners and middle-class families this week, as he makes a case for his strategy for dealing with the looming fiscal cliff.
November 27, 2012
Obama to appeal to public on fiscal cliffPresident Barack Obama will meet with small business owners and middle-class families this week, as he makes a case for his strategy for dealing with the looming fiscal cliff.