Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Baby Boomer Bust-Up: Advising ‘Gray Divorcees’
By Olivia MellanTheyve been called the "gray divorcees," and their numbers are growing. Are you ready to serve them well?
August 16, 2012
Muni Bond Danger Lurks Where Investors Don’t Suspect ItWhile the vast majority of traditional, plain-vanilla muni bonds carry virtually no risk of default, the real danger lurking in muni bonds comes from an overlooked area of the market.
August 16, 2012
Swiss Banks Giving Up Employees to IRS, DOJThousands of employees of Swiss banks are finding that their employers are hanging them out to dry in exchange for hoped-for leniency in connection with American accounts involved in a tax evasion investigation.
August 14, 2012
6 U.S. Cities on the Edge of a Fiscal CliffWith recent warnings and downgrades from Moodys, these municipalities may follow the likes of Stockton and Central Falls into bankruptcy.
August 13, 2012
ArtBanc and NFP Form Alliance to Advise Fine Art OwnersHolders of significant collections of paintings, sculpture, photography or jewelry face unique estate planning and tax issues.
August 09, 2012
Clients on the Move? Tax Tip Reminders From the IRSIf your clients (or you) are making a move this summer, especially to change jobs, some reminders on deductible expenses.
August 06, 2012
America Needs a Fiscal Ladder, Not a Fiscal Cliff: J.P. Morgan Funds’ KellyThis ladder ought to be one where the deficit falls by about 1% of GDP per year, David Kelly, chief global strategist for J.P. Morgan Funds, said Monday.
August 02, 2012
House Rejects Senate Measure on Bush Tax CutsThe House took the opposite stance to the Bush tax cuts as the Senate and passed legislation on Wednesday that would extend all of the expiring cuts for everyone for one year. Separately on Thursday, Senate Finance panel passed a bipartisan bill to extend other tax cuts for families and...