Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
2012 Advisor Hall of Fame
By Ellen UzelacWelcome to Research magazines Advisor Hall of Fame, now in its 22nd year.
November 21, 2012
Room for compromise: eliminating the fiscal cliff with current tax ratesIn our post-election environment, whispers of prospective compromise lend a silver lining to the impending fiscal cliff discussions.
November 21, 2012
Room for compromise: eliminating the fiscal cliff with current tax ratesIn our post-election environment, whispers of prospective compromise lend a silver lining to the impending fiscal cliff discussions.
November 21, 2012
Compromise Time? Eliminating the Fiscal Cliff With Current Tax RatesThe presidential election is behind us but the clock is still ticking on tax increases scheduled to take effect January 1. One solution involves capping deductions while reducing tax spending for all taxpayers.
November 20, 2012
High-Ticket Item: Is the CFP Board's Awareness Campaign Working?Will the CFP Boards $40 million public awareness campaign really drive investors to financial planners? The data so far seems encouraging.
November 20, 2012
Forget the Cliff, 3.8% Obamacare Tax Is Coming: What Advisors Are Telling ClientsThe 3.8% tax on investment income that kicks in Jan. 1 is being overlooked by some, but advisors are getting their clients ready now .
November 20, 2012
Why Not Just Fall Off the Fiscal Cliff?Contrarians and some politicos on both the left and the right have started to ask the forbidden question: Why not just fall off the fiscal cliff?
November 20, 2012
IRS Relaxes Withdrawal Rules for Sandy VictimsThe IRS announced on Nov. 16 that Americans affected by Hurricane Sandy would be able to take advantage of relaxed rules regarding loans and hardship withdrawals from 401(k) and employer-sponsored plans.