Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Is the CFP Board’s Umbrella Big Enough for an Advisory Profession?
By Bob ClarkWhat does the CFP Board really want to be when it grows up? An organization for professional financial advisors or a certifying body for securities salespeople?
October 10, 2012
Italy Cuts Taxes on Lowest EarnersThe government also announced that it was cutting in half a planned increase in sales tax rates to a single percentage point.
October 10, 2012
Oct. 15 Deadline Looms for 11 Million TaxpayersAutomatic extensions to file and in some instances pay income taxes expire Oct. 15, though some taxpayers will have more time.
October 09, 2012
Sen. Schumer: ‘Scrap’ Simpson-Bowles in Fiscal Cliff Talks, Raise Top Tax RatesSchumer says old style tax reform is now obsolete because there are two new conditions that exist today that didnt exist when the Tax Reform Act of 1986 was passed: a much larger, more dangerous deficit, and a dramatic increase in income inequality.
October 09, 2012
IRS Deadline to Switch IRA Back From Roth LoomsThe deadline is set for Oct. 15, the same deadline for taxpayers who were granted an extension to file.
October 07, 2012
Demagogues and the ElectionWhat is a demagogue and why should you care? One advisor's look at how things are likely to change after the election.
October 05, 2012
When mentoring worksAnthony Saccaro, ChFC, has built a highly successful practice thanks largely to a career-long commitment to mentoring.
October 05, 2012
When mentoring worksAnthony Saccaro, ChFC, has built a highly successful practice thanks largely to a career-long commitment to mentoring.