Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fiscal Cliff Will Force Estate Tax Changes, Andy Friedman Predicts
By Melanie WaddellWashington Update's Friedman predicts that a deal will likely follow what President Obama has already proposed: an estate tax exemption somewhere between $3.5 million and $5 million, and a 45% estate tax rate.
November 26, 2012
Forget the cliff, 3.8% PPACA tax is comingWith all the buzz around the Bush tax cuts that are set to expire in 2013, what tends to get overlooked is a tax that will definitely take effect in the new year: the 3.8 percent tax on investment income.
November 26, 2012
Goldman Sachs turns down southern Europe banks as crisis lingersAs Europes debt crisis goes into its fourth year, Goldman Sachs recent decisions to turn down underwriting roles offered by banks in Spain and Italy underscores just how closely the firm is managing its risk.
November 22, 2012
Weight loss drugmakers rise on Aetna policy updateA decision to cover some pills for some patients moves the market.
November 21, 2012
Do You Have What You Need?One of many moving stories of Hurricane Sandy involved a family in an affluent area of New York awakened by the rush of water into their home.
November 21, 2012
2012 Advisor Hall of FameWelcome to Research magazines Advisor Hall of Fame, now in its 22nd year.
November 21, 2012
Is Book Collecting a Smart Investment?Professional book collectors and advisors share their advice on this niche market.
November 21, 2012
Norquist Slams Simpson in Escalating War of Words Over TaxesA bit of controversy has arisen from last week's Schwab Impact 2012 conference, based on former Senator Alan Simpson's comments on conservative "no-tax pledge" guru Grover Norquist.