Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Gridlock Easing in Congress, but Not in House Financial Services: Rep. Himes
By Melanie WaddellWhile the icy stalemate in Congress is beginning to thaw, expect further gridlock on the House Financial Services Committee, Rep. Jim Himes, D-Conn., told state regulators Tuesday.
April 15, 2013
How to use an IRA as a wealth transfer toolWith the diverse array of estate planning tools available today, it might be easy to overlook one simple, tax-advantaged way to pass wealth to the next generation individual retirement accounts.
April 15, 2013
How to use an IRA as a wealth transfer toolWith the diverse array of estate planning tools available today, it might be easy to overlook one simple, tax-advantaged way to pass wealth to the next generation individual retirement accounts.
April 12, 2013
Hedge Fund Manager Paulson to Start Fund for Tax ReductionIn an era of increasing debate over income inequality, Occupy Wall Street and higher taxes for the wealthy, some are critical of John Paulsons latest move.
April 11, 2013
Cyprus Bailout Shockwaves Travel Beyond EurozoneA deal that broke the rules has struck fear in depositors heartsand not just in Cyprus
April 09, 2013
Best and Worst States for Small Business in 2013Despite the claims by advocates that lower taxes entice business, a new survey finds its actually something else.
April 08, 2013
A word to the wise: plan for the unexpectedThe American Taxpayer Relief Act promulgated on January 2 ended, to its credit, sunset provisions established under Bush-era tax legislation affecting a host of taxes, among them levies on income, estates and charitable gifts. But given forthcoming Congressional battles over the federal budget, the debt ceiling and tax reform, advisors...
April 08, 2013
529 College Savings Plans: Never Too Late to StartLate college saving is better than no college saving, says WSJ's Rosenthal.