Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Legacy planning with IRAs
By Philip E. HarrimanLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 04, 2013
The U.S. Tax System: How Did We Get Here? Pt. 1, the Early YearsIn tax season 2013, a look back at the very beginnings of taxation in the U.S., and Americans' attitudes toward taxes.
March 01, 2013
Are Your Investments Tax-Efficient?Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.
March 01, 2013
Obama still betting on big dealA fiscal deadline all but blown, President Barack Obama says he once again wants to seek a big fiscal deal that would raise taxes and trim billions from entitlement programs.
March 01, 2013
Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.
February 28, 2013
Budget cuts imminent, Senate Democrats, GOP stage votesSquabbling away the hours, the Senate swatted aside last-ditch plans to block $85 billion in broad-based federal spending reductions on Thursday.
February 28, 2013
Lew Has Work Cut Out for Him as Treasury HeadJacob Lew is scheduled to be sworn in Thursday as Treasury secretary and will have to hit the ground running.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.