Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Resolving the fiscal cliff: 3 scenarios
By Connie CassEfforts to save the nation from going over a year-end fiscal cliff were in disarray as lawmakers fled the Capitol for their Christmas break.
December 21, 2012
Global Stocks Drop as U.S. Fiscal Cliff Deal FailsWithout an agreement, the U.S. economy will fall off the so-called fiscal cliff on Jan. 1 when Bush-era tax cuts expire and spending cuts kick in automatically.
December 20, 2012
A Toll Road as Metaphor for the Fiscal CliffAs the country drives toward the fiscal cliff, a metaphor on taxes and capitalism.
December 20, 2012
Who Will Be Subject to Obamacare Net Investment Tax?IRS provides guidance on Obamacare 3.8% investment income tax, including who is affected, and on the Additional Medicare Tax.
December 20, 2012
FSI Endorses Senate Bid to Preserve Retirement Tax IncentivesAs fiscal cliff talks stagger on, independent broker-dealer group praises Senate Concurrent Resolution 62, and points out that taxes on retirement plans are only deferred.
December 20, 2012
Obama, Boehner clash as cliff edge approachesDespite the political rhetoric, both sides continue to negotiate.
December 20, 2012
Obama, Boehner clash as cliff edge approachesDespite the political rhetoric, both sides continue to negotiate.
December 19, 2012
Charitable giving: Should your high-net-worth clients wait till next year?For the wealthy, tax-deductible charitable donations could be a thing of the past ... or become more valuable than ever.