Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Real Estate: Data Still Looking Good
By Ed McCarthy, CFP, RICPCommercial and residential sectors both show signs of positive momentum
November 16, 2012
Nationwide poll: tax code changes concern affluent investorsMore than six in 10 high net worth investors are concerned that forthcoming tax code changes will have a negative impact on their investment portfolios.
November 16, 2012
D.C.-watcher expects Congress to fix easy fiscal cliff issues, punt on othersExpect a quick resolution of non-controversial issues, but a delay on the politically charged ones.
November 16, 2012
The most important tax break is the one that nobody talks aboutReally want to cut the deficit? Maybe Congress needs to increase taxes on investment income.
November 16, 2012
Simpson, Bowles: To Fix Fiscal House, ‘We Need Patriots, Not Panderers’Alan Simpson and Erskine Bowles blunt, tough message on fixing the fiscal mess gets a warm reception among Schwab Impact attendees.
November 15, 2012
On J.P. Morgan Call, Optimism Reigns on Election, Fiscal CliffSpeakers see room for optimism on changes in Congress, possible tax reforms.
November 15, 2012
6 tax opportunities to take advantage of nowPrepare your clients for impending 2013 tax hikes by considering these key moves before the year ends.
November 15, 2012
6 tax opportunities to take advantage of nowPrepare your clients for impending 2013 tax hikes by considering these key moves before the year ends.