Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Insurer ACE Reports 45% Drop in 2Q Earnings
By Associated PressThe latest results included $415 million in net realized losses, primarily from variable annuity reinsurance derivatives.
July 24, 2012
Centene Posts $35 Million LossThe St. Louis company recorded a $28 million impairment loss on a writedown of the value of the Celtic unit.
July 24, 2012
Financial Freedom Is Not FreeAs our country approaches the fiscal cliff, can we afford to have the financially responsible segment of our society pay for the other 50% of our society?
July 23, 2012
Battle Lines Drawn on Bush-Era Tax CutsWill the Democrats or the GOP prevail...or will we all become collateral damage?
July 20, 2012
Preparing Clients for Reality of Obamacare Investment TaxAn additional 3.8% tax on investment income will be implemented in less than six months, and your high-income clients will need advice on how to reposition their investments to minimize its effect.
July 20, 2012
Senate Dems Play Hardball with Tax BattleSenate Democrats have signaled that they will hold hostage an extension of the current, relatively generous, estate tax provisions to higher taxes on the wealthy.
July 19, 2012
Senate Bill Proposes to Return Estate Tax to 2009 LevelsAn industry tax practitioner says that with the possibility that tax rates might be increased and the current estate tax policies might be significantly changed, families are rethinking their tax planning activities.
July 18, 2012
As Day of Reckoning Approaches, Professionals Prepare for "The Worst"Estate taxes paid by families and businesses and the planning that goes along with them will face a jarring impact if Congress is unable to bridge the ideological divide on taxes and tax cuts first enacted in 2001 and potentially expiring at the end of year.