Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fiscal Cliff Deal: ‘A Missed Opportunity’
By Melanie WaddellWhile the fiscal cliff deal that was approved by the House and Senate on Jan. 1 was good news in that it sent the markets soaring and includes some changes that make financial planning easier, critics of the deal say that it fails to remedy the fiscal challenges that lie...
January 18, 2013
Top ten taxesA financial blogger names 10 taxes to increase; life insurance products didn't make the list.
January 17, 2013
IRS Announces New Deductions for Home OfficesThe lives of home office dwellers just got easierand maybe cheaper.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
January 16, 2013
JPMorgan's Jamie Dimon gets big pay cutJPMorgan Chase said Wednesday that it will dock the pay of CEO Jamie Dimon by more than half, to $11.5 million from $23 million.
January 16, 2013
Defending your life: Tax reform and the inside buildupWithout the deferral of taxation on the inside build-up of life insurance, the product would be unaffordable and unavailable.
January 16, 2013
Defending your life: Tax reform and the inside buildupWithout the deferral of taxation on the inside build-up of life insurance, the product would be unaffordable and unavailable.
January 16, 2013
IRS Says 44% Cut in Tax Rates OK With UsIf Congress were to eliminate all tax expenditures, it could cut individual income tax rates by about 44% and still generate about the same amount of revenue, the IRS' taxpayer advocate said in a report that went mostly unnoticed.