Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Small biz optimism rises despite 'cliff'
By Associated PressThe NFIB's small-business-optimism index rose half a point from its level in November to 88.
January 03, 2013
4 ways seniors are divided on tax hikes for the wealthySeniors weigh in on whether a greater tax burden should be placed on the affluent.
January 03, 2013
Big Boost to 401(k) Roth Conversions in Fiscal Cliff DealThe last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.
January 03, 2013
Fiscal Cliff Deal Extends Tax Break for ‘Underwater’ HomeownersThe fiscal cliff deal extends the Mortgage Forgiveness Tax Relief Act for one more year, stopping the IRS from taxing mortgage forgiveness as income in the case of a short sale, refinancing or foreclosure.
January 03, 2013
Fiscal cliff deal leaves lots of issues danglingStill unresolved is how to reduce the massive federal deficit.
January 03, 2013
Who are the wealthiest Americans? Depends on who you askObama's promise to raise taxes on the top 2 percent is now just the top 1 percent.
January 03, 2013
2013: Stop-lossImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.
January 03, 2013
2013: Stop-lossImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.