Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
London Whale Steers Clear of J.P. Morgan Asset Management
By Joyce HansonTrader Bruno Iksils losses dont appear to have hurt the fund business at J.P. Morgan Asset Management.
May 14, 2012
IRS Steps Up Fight Against Identity Theft, PhishingAs if worrying about taxes werent enough to handle, a troubled IRS looks to prevent and detect identity theft cases.
May 10, 2012
Will Wandry Forever Eliminate IRS Valuation Arguments?Valuing minority interests in a family-owned business can present a significant challenge to owners looking to take advantage of todays high gift tax exclusion.
May 10, 2012
Natalie Choate’s Newest Estate Planning TipsTo judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxDespite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.
May 08, 2012
10 Best Tax States for Small BusinessLooking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxEstate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxEstate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?