Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Stop-loss bills introduced in Minn., R.I.
By Arthur D. PostalSelf-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 25, 2013
Sequestration Cuts Imminent; Government Shutdown LoomsAs the nation braced for the $85 billion in sequestration cuts to kick in on March 1, Joe Lieber of Washington Analysis laid out the numerous tools available to blunt sequestrations impact.
February 22, 2013
Wanted: Smart Strategies for Wealthy’s Steeper Tax LandscapeNot since Jimmy Carters presidency have the very well-off been subject to such high tax liability. The increases are permanent.
February 22, 2013
Who’s Kidding Whom? Dangers of Living in a BubbleIn politics and markets alike, its easy to fool yourself. Winner of 2014 Excellence in Financial Journalism Award from New York State Society of CPAs.
February 22, 2013
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
February 22, 2013
IRS Takes Out NFL ‘Hit Man’ Bill RomanowskiFormer NFL linebacker Bill Romanowski was on the losing end of a $4.75 million IRS judgment over horse-breeding expenses.
February 21, 2013
NC House panel approves ending 'death' taxLegislation to repeal the state's estate tax will now advance to the appropriations committee.
February 21, 2013
Trusts and LLCs: Smart Ways to Transfer Wealth and Risk, but Mind the DetailsThere are many intelligent reasons to transfer high-value assets to a trust or LLC, but theres a devil lurking in the details, specifically the insurance considerations.