Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
8 financial considerations for 2013
By Bill LoseyThe last two months of 2012 will surely bring political theater to Capitol Hill. As they unfold, you might want to look ahead to next year and consider the potential impact on your financial life.
October 10, 2012
Don’t let clients be blinded by the 2013 sunset: Tax planning nowThe possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.
October 10, 2012
Don’t let clients be blinded by the 2013 sunset: Tax planning nowThe possible tax changes with the New Year and a definite one that you should consider for your clients, regardless of who is president.
October 10, 2012
Is the CFP Board’s Umbrella Big Enough for an Advisory Profession?What does the CFP Board really want to be when it grows up? An organization for professional financial advisors or a certifying body for securities salespeople?
October 10, 2012
IRS’ Top 10 Richest Nonprofit CharitiesMore than 315,000 nonprofit charities reported nearly $2.5 trillion in assets for tax year 2008, according to the IRS, with universities and large hospitals dominating the top 10.
October 10, 2012
Peter Schiff: Avoiding Looming 'Fiscal Cliff' a MistakeEconomic gadfly and president and CEO of Euro Pacific Capital comes out strong in response to the IMFs latest report on the global economy.
October 10, 2012
Italy Cuts Taxes on Lowest EarnersThe government also announced that it was cutting in half a planned increase in sales tax rates to a single percentage point.
October 10, 2012
Oct. 15 Deadline Looms for 11 Million TaxpayersAutomatic extensions to file and in some instances pay income taxes expire Oct. 15, though some taxpayers will have more time.