Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Ready for Symbolic Showdown on Tax Cuts
By Alan FramSenate leaders moved toward a showdown Wednesday with votes on rival Democratic and Republican plans for extending broad tax cuts that will otherwise expire in January.
July 24, 2012
The Benefit of Transferring Wealth by Year-EndThe real value of making a large gift nowwith gift- and estate-tax rates slated to rise on Jan. 1is not simply getting millions out of a client's estate; it comes from getting the future growth of the wealth out of that estate.
July 24, 2012
Protecting the Family JewelsWhether your clients are decked-out glitterati or simply treasure Great-Grandmas pearls, heres what you should know.
July 24, 2012
Centene Posts $35 Million LossThe St. Louis company recorded a $28 million impairment loss on a writedown of the value of the Celtic unit.
July 24, 2012
Financial Freedom Is Not FreeAs our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?
July 23, 2012
Battle Lines Drawn on Bush-Era Tax CutsWill the Democrats or the GOP prevail...or will we all become collateral damage?
July 20, 2012
Preparing Clients for Reality of Obamacare Investment TaxAn additional 3.8% tax on investment income will be implemented in less than six months, and your high-income clients will need advice on how to reposition their investments to minimize its effect.
July 20, 2012
Senate Dems Play Hardball with Tax BattleSenate Democrats have signaled that they will hold hostage an extension of the current, relatively generous, estate tax provisions to higher taxes on the wealthy.