Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
On J.P. Morgan Call, Optimism Reigns on Election, Fiscal Cliff
By Danielle AndrusSpeakers see room for optimism on changes in Congress, possible tax reforms.
November 15, 2012
Chuck Schwab: We’ll Go Over Cliff, but Let’s Move OnIn conversation with Maria Bartiromo and the brains behind KKR, Chuck Schwab talks alternative investments, one benefit of Dodd-Frank, and why hes willing to write a bigger tax check.
November 14, 2012
Rogoff and Reinhart’s Mountain of Debt Warning Catches FireAs market talk focuses on the dangers of the U.S. fiscal cliff, Kenneth Rogoff and Carmen Reinharts debt theory is catching fire with the nations investment strategists.
November 14, 2012
Deficit Reduction Deal: 3 Dueling Plans to Achieve ItAs the politicians prepare their negotiation stances ahead of Friday's White House budget talks, liberal and conservative economists are offering their ideas on how to solve Americas growing fiscal gap.
November 14, 2012
Expert foresees end-of-year rush to implement tax avoidance strategiesTaxes on wealthy Americans are certain to rise next year. Professionals should approach clients about leveraging a host of tax-avoidance strategies.
November 14, 2012
Weight Watchers winning $61 billion war on fatOf the roughly 25,000 competitors vying for a piece of the massive weight-loss market, Weight Watchers is taking (but probably not eating) the cake.
November 14, 2012
What’s Next for IRS and Tax Planning? Commissioner’s Remarks Offer Some HintsDouglas Shulmans farewell speech at AICPA conference suggests what advisors and clients may expect from the IRS in the near future.
November 14, 2012
Candy Economics at Halloween and Our Tax SystemShould our tax system ration out tax-avoidance 'candy' to some while taking that candy from others?