Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How much income taxes could rise: A breakdown of the options
By Staff WriterWith progress minimal on the fiscal cliff, here's a breakdown over income tax rates: who will face more taxes, and by how much.
November 30, 2012
Falling off the financial cliffThe pending expiration of the Bush Tax Cuts and the sequestration process represents a doomsday scenario.
November 30, 2012
3 Problems With Buffett’s Higher-Tax ArgumentsBuffett is part of a misinformed constituency that believes high-income earners arent paying enough taxes.
November 30, 2012
How Other Cliff Will Impact ETF InvestorsFor financial advisors, this potential scenario gives them a fine opportunity to help income-challenged clients.
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.