Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Charitable giving: Should your high-net-worth clients wait till next year?
By Robert Bloink, William H. ByrnesFor the wealthy, tax-deductible charitable donations could be a thing of the past ... or become more valuable than ever.
December 18, 2012
Gift Now or Not? Impact of Pease Limit on Charitable DeductionsWhile many of your clients are left wondering if they should accelerate charitable giving into 2012 to ensure that they reap the benefits of the current deduction, others are looking ahead to an entirely different scenario.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 18, 2012
Why almost everyone is lying about tax reformReducing loopholes in the tax code seems like a good idea ... but it's not.
December 18, 2012
Obama backs off hard lines in search of compromiseBoth sides still seem willing to lock in on a substantial agreement rather than just putting off a fiscal day of reckoning.
December 18, 2012
Obama backs off hard lines in search of compromiseBoth sides still seem willing to lock in on a substantial agreement rather than just putting off a fiscal day of reckoning.
December 17, 2012
As Fiscal Cliff Nears: To Sell or Not to Sell?Four issues Ill be considering on behalf of my clients' investments as the New Year approaches.
December 17, 2012
Friedman Sees Fiscal Cliff Deal by Christmas Eve, as Obama, Boehner MeetAs Speaker John Boehner and President Obama met Monday morning to iron out further details on a possible deal, political analyst Andy Friedman remains optimistic on a deal by year-end.