Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Health care reform FAQ: How does the employer mandate tax penalty work?
By Alson Martin J.D., LL.MThese five examples span a range of employer tax penalty scenarios.
December 12, 2012
Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case StudyAs fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.
December 12, 2012
‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff TalksI can afford to pay the estate tax is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.
December 12, 2012
BlackRock’s Fink: 95% of Fiscal Cliff Pundits ‘Have No Clue’Larry Fink is trying his hand as television pundit, and he doesnt like what he sees.
December 12, 2012
New Hire Roundup: Commonwealth’s Tedesco HonoredThis week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.
December 12, 2012
In Giving Season, Reminders From IRS; Guidance From CFP BoardTimely reminders on smart client giving during the holiday season include IRS rules and suggestions from the CFP Board's Consumer Advocate Eleanor Blayney.
December 11, 2012
Prominent, wealthy Americans endorse UFE proposal for strong estate taxUnveiled by Responsible Wealth, a project of the non-partisan, non-profit United for a Fair Economy (UFE), the proposal calls for a $4 million exemption rate per couple and a graduated tax rate on the taxable estate, beginning at 45% and rising on the largest fortunes.
December 11, 2012
Employer-Sponsored 401(k) Plans Would Drop ‘Significantly’ if Tax Treatment Curtailed: StudyA new report has found that curtailing the current U.S. tax treatment of contributions that workers and their employers make to 401(k) plans will significantly reduce employers willingness to sponsor plans.