Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Falling off the financial cliff
By Daniel D. WilliamsThe pending expiration of the Bush Tax Cuts and the sequestration process represents a doomsday scenario.
November 30, 2012
4 Common-Sense Requests for Congress From the FSINo more kicking the can down the road. The lame-duck Congress can and should avoid going over the fiscal cliff by acting on these four modest proposals.
November 30, 2012
Obama's first offer on estate taxEstate tax levels would return to 2009 levels under the Obama administrations first proposal to Republicans on how to avert the fiscal cliff.
November 30, 2012
Why dividends, capital gains are a big part of fiscal cliff talksIt all gets down to how much more the wealthy will be made to pay.
November 29, 2012
Where have all the millionaires gone?Britains Telegraph newspaper reports that just 6,000 Britons declared income over a million pounds ($1.6 million) to the nations tax authority, down from more than 16,000 in the 2009-10 tax year.
November 29, 2012
Where have all the millionaires gone?Britains Telegraph newspaper reports that just 6,000 Britons declared income over a million pounds ($1.6 million) to the nations tax authority, down from more than 16,000 in the 2009-10 tax year.
November 29, 2012
What Will the Possible Fiscal Cliff Plans Cost Your Clients?Your bread-and-butter client, an upper middle-class family with two children, earning $147,000 a year, would see their tax bill rise by $7,323 if we go over the fiscal cliff. They would fare better under the plans of the two political parties.
November 29, 2012
Jefferson National Adds Alternative Investments to Help ‘Fiscal Cliff’ AnxietyMore than 68% of advisors have increased their use of alternative investments.