Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
ESOPs: a plan to help business owners avoid "taxmageddon"
By Jerry L. Ripperger, Brian D. HectorBecause of their special tax features, ESOPs allow owners to sell their stock and diversify their wealth on a tax-favorable basis, while effectively retaining control of their business.
December 10, 2012
Here’s a new tax on savings you didn’t know aboutDoes the unearned income Medicare contribution tax penalize savers?
December 10, 2012
Obama, Boehner meet to discuss fiscal cliffBut the two parties remain far apart on raising taxes for the wealthiest Americans and entitlement reform.
December 07, 2012
Peter Schiff: The Myth of Higher Taxes Creating Higher RevenuesAn uncharacteristically subdued Schiff argues against the "myth" that higher taxes will lead to higher revenues.
December 07, 2012
Do Dems have the upper hand in fiscal cliff negotiations?In the wake of President Obama's election victory, Democrats are likely to get much of what they seek.
December 07, 2012
Do Dems have the upper hand in fiscal cliff negotiations?In the wake of President Obama's election victory, Democrats are likely to get much of what they seek.
December 06, 2012
The Life Insurance Fiscal Cliff: No Tax Preference Is SafeThe potential elimination of many tax preferences currently afforded life insurance is one facet of todays fiscal cliff discussions that is often overlooked. In todays political environment, no tax preference is safe.
December 06, 2012
Will U.S. Kick 401(k) Subsidies Off Cliff?At a time of nearly desperate negotiations to find savings needed to avert the fiscal cliff, ending the taxpayer subsidyto the tune of $100 billionof retirement savings accounts seems to many to be a no-brainer.