Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Are Implications of Health Care Ruling?
By Ben WarwickFor one, higher taxes on the way. For two, further support likely for Mitt Romney. But how long will Obamacare last?
June 29, 2012
Fiscal Cliff Is Higher Than You Think: BofA-MerrillTaxpayers may have to leap off the fiscal cliff on Jan. 1, 2013, unless Obama and Congress act together.
June 28, 2012
PPACA Decision: The PDF, with Interesting Parts HighlightedWant to read the NFIB vs. Sebelius ruling yourself but don't have time to parse 193 pages of dense legal reasoning? Maybe we can help.
June 28, 2012
PPACA Decision: The PDF, with Interesting Parts HighlightedWant to read the NFIB vs. Sebelius ruling yourself but don't have time to parse 193 pages of dense legal reasoning? Maybe we can help.
June 28, 2012
Advisors’ Work Begins With Supreme Court’s Ruling on Health LawRIAs who own small businesses, and the stock markets, can now begin digesting the reality of the PPACA.
June 27, 2012
MLPs, Taxes, the K-1 & More: Frequently Asked QuestionsHow are MLPs structured? MLPs have two classes of ownership, which are general partners (GPs) and limited partners (LPs).
June 27, 2012
What to ExpectTraditionally, presidential races slip into a relatively quiet July doldrums, before the late-summer party conventions kick the race into a higher gear
June 27, 2012
Should Advisors Move to Texas Over Taxes?Tax-weary advisors in places like New York, Chicago or L.A. may dream about Florida or Texas. But is it sensible to make such a move?