Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Many Businesses Can Start Filing Income Tax Returns Feb. 4
By Richard Niles, J.D.Opening covers non-1040-series business returns for 2012; delays remain on other business form filing dates.
January 30, 2013
Strategist Valliere: Economy’s fundamentals ‘extremely good’Greg Valliere says, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.
January 29, 2013
Strategist Valliere: Economy’s Fundamentals ‘Extremely Good’Greg Valliere, at the FSI conference, said, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.
January 29, 2013
The $5.25 Million Question: How to Protect Your HNW Clients’ ChildrenThink your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.
January 25, 2013
CBO: PPACA tax credit could be bigU.S. health insurers might get $110 billion from the provision in 2021.
January 24, 2013
Mickelson apologizes for public airing of tax issuesMickelson caused a sensation this week by saying new federal and state tax rates might cause him to move away from his native California.
January 23, 2013
Full Speed Ahead for Midstream MLPsThe role of natural gas as an energy source continues to expand as the United States moves toward energy independence.
January 23, 2013
What’s an Advisor’s Value?A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during recent market conditions.