Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fiscal Cliff Is Higher Than You Think: BofA-Merrill
By Joyce HansonTaxpayers may have to leap off the fiscal cliff on Jan. 1, 2013, unless Obama and Congress act together.
June 28, 2012
Advisors’ Work Begins With Supreme Court’s Ruling on Health LawRIAs who own small businesses, and the stock markets, can now begin digesting the reality of the PPACA.
June 27, 2012
MLPs, Taxes, the K-1 & More: Frequently Asked QuestionsHow are MLPs structured? MLPs have two classes of ownership, which are general partners (GPs) and limited partners (LPs).
June 27, 2012
What to ExpectTraditionally, presidential races slip into a relatively quiet July doldrums, before the late-summer party conventions kick the race into a higher gear
June 27, 2012
Should Advisors Move to Texas Over Taxes?Tax-weary advisors in places like New York, Chicago or L.A. may dream about Florida or Texas. But is it sensible to make such a move?
June 27, 2012
Top 10 Critical Financial Tips During DivorceThese simple, but important, tips can help you organize your finances before and after the dissolution of your marriage.
June 22, 2012
Next Up in Tax Reform Debate: Capital GainsSenate Finance Chairman Max Baucus and House Ways and Means Chairman Dave Camp plan to hold a joint hearing Thursday to review the tax treatment of capital gains in the context of comprehensive tax reform.
June 21, 2012
More U.S. Citizens Jumping Ship to Avoid TaxesWhile the number of Americans abandoning their citizenship is increasing, so too is the number of foreigners coming to U.S. shores to take advantage of so-called investor visas.