Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
FPA Names Janet Stanzak Its 2013 President-Elect
By James J. GreenThe Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has walked in the shoes of the majority of our members."
September 27, 2012
LIMRA: More than 1 in 8 U.S. households may owe estate tax in 2013Should the current estate tax law expire at year-end without Congressional action, nearly 15 million U.S. households will have a potential estate tax liability, according to new research.
September 27, 2012
3 Reasons Obama Will Capture Independents’ Vote: Andy FriedmanAndy Friedman of the Washington Update says in his commentary that independent voters will likely tilt the election to Obama, and that the election won't immediately resolve the uncertainty surrounding the fiscal cliff.
September 26, 2012
Estate Tax Indecision by Congress Could Mean Big Tax LiabilitiesNearly 15 million U.S. householdsor 12.5%would have a potential estate tax liability if Congress fails to act when the extension to the Bush tax cuts expires on Jan. 1.
September 25, 2012
EEI: ‘Congress & President Must Act Now To Extend Current Dividend Tax Rates’Today our nation is facing a series of tax hikes and mandatory spending cuts that threaten to send the economy over a fiscal cliff at the end of the year.
September 25, 2012
Taking Sides: Will Wall Street’s Generosity to GOP Continue?In the 2008 presidential race, Barack Obama had a substantial edge over John McCain in raising money from Wall Street. That advantage has not only evaporated for the president in the current race, but has reversed dramatically.
September 25, 2012
5 Strategies for Nonprofits to Influence WashingtonThe philanthropic and nonprofit sector is likely to come under close scrutiny in the next Congress through tax reform, in an environment that makes it hard for nonprofits to get their voices heard.
September 25, 2012
On Romney’s 2011 return, HNW tax preparer says, ‘I’ve never prepared one this complicated’One thing that was clear from the 379-page return was the benefit the Romneys have reaped from lower rates on long-term capital gains.