Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama Proposes to Extend Bush Tax Cuts Excluding Top Earners
By Melanie WaddellPlan would be for one year and exclude those families earning more than $250,000; GOP opposed, wants to extend cuts for all.
July 07, 2012
IRS to Help Ex-Pats, Dual Citizens Catch Up on Tax FilingsNew procedures will cover missed tax returns and FBARs, based on taxpayers compliance risk profiles.
July 06, 2012
What Obama Health Law Means Now That It’s Called a TaxConsidering the Patient Protection and Affordable Care Acts broad reach, one simple thing is true of the PPACAs potential tax and investment consequences: its complicated.
July 05, 2012
Vanguard Charitable Adds Investment Pools for International ExposureDonor-advised fund accounts in the Vanguard Charitable Endowment Program can now gain international exposure through three new investment pools the provider introduced July 3.
June 30, 2012
Tax laws are a’changingNext year, your senior clients may be faced with potential estate tax changes. Here are four strategies to help them cope.
June 29, 2012
What Are Implications of Health Care Ruling?For one, higher taxes on the way. For two, further support likely for Mitt Romney. But how long will Obamacare last?
June 29, 2012
Midyear Tax Checkup Makes Extra Sense This YearHalfway through 2012 and with lots of tax changes looming, now is a good time to start thinking about next tax season.
June 29, 2012
Midyear Tax Checkup Makes Extra Sense This YearHalfway through 2012 and with lots of tax changes looming, now is a good time to start thinking about next tax season.