Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Hedge Manager Einhorn to Apple: Show Me the Cash
By John SullivanEinhorn says "several hundred dollars per share would be unlocked" if Apple were to follow his plan.
February 05, 2013
Top 10 Most Regressive Tax StatesIn the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
February 05, 2013
How to Fix Social Security While Averting Fiscal Ruin: PozenBob Pozen knows how to fix Social Security, even after the United States falls off the new fiscal cliffand the U.S. will fall, on March 1 to be exact, he says.
February 05, 2013
UBS Reports Loss of $2.1B as Advisors Top $1M in Average ProductionPlus, the wealth management unit in the Americas added nearly 30 advisors in the fourth quarter.
February 05, 2013
Libertas’ Koos Banks on International ETFsThere are plenty of opportunities to choose from, says the Libertas Wealth Management founder, particularly if one assesses international investment choices on a relative strength basis.
February 04, 2013
Many Businesses Can Start Filing Income Tax Returns Feb. 4Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.
February 01, 2013
7 mistakes to avoid on your 2012 tax returnConsider several frequently missed deductions, including excess Roth contributions and dividend reinvestments, to get the most of your tax return.
February 01, 2013
7 mistakes to avoid on your 2012 tax returnConsider several frequently missed deductions, including excess Roth contributions and dividend reinvestments, to get the most of your tax return.