Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Room for compromise: eliminating the fiscal cliff with current tax rates
By Robert Bloink, William H. ByrnesIn our post-election environment, whispers of prospective compromise lend a silver lining to the impending fiscal cliff discussions.
November 20, 2012
High-Ticket Item: Is the CFP Board's Awareness Campaign Working?Will the CFP Boards $40 million public awareness campaign really drive investors to financial planners? The data so far seems encouraging.
November 20, 2012
Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling ClientsThe 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
November 20, 2012
Why Not Just Fall Off the Fiscal Cliff?Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?
November 20, 2012
IRS Relaxes Withdrawal Rules for Sandy VictimsThe IRS announced on Nov. 16 that Americans affected by Hurricane Sandy would be able to take advantage of relaxed rules regarding loans and hardship withdrawals from 401(k) and employer-sponsored plans.
November 19, 2012
Averting Fiscal Cliff Requires Special Type of LeadershipHarvard University's Ronald Heifetz, the author of widely cited texts on leadership, explains why the president has the upper hand in fiscal cliff talks, and how Democrats need to help Republicans sell compromise back home.
November 18, 2012
Geithner Says ‘Absolutely’ When Asked About Eliminating Debt CeilingDebt ceiling used as a political tool, time to go, says treasury secretary.
November 17, 2012
Greenspan: ‘Markets Will Crater’ With Fiscal CliffFormer Fed chairman says moderate recession is cheap price of coming crisis.