Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Christie’s Path
By Kenneth SilberNew Jerseys Gov. Chris Christie is a rising star in Republican national politics.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
April 20, 2012
How to Pay No Taxes: 10 Strategies Used by the Rich (Bloomberg)Avoiding or deferring tax bills is about hard work, not luck.
April 19, 2012
Overfunded Roth IRAs: Shelter for the Upper Middle Class?The impending 3.8% tax on investment income scheduled to become effective in 2013 may have your upper-middle-class clients scrambling to find ways to reinvest their funds.
April 18, 2012
How We Pay Taxes: 11 Charts (The Atlantic)From who pays to knowing where all that money goes, toast the end of tax season with some graphs on taxes.
April 17, 2012
GOP Kills Senate 'Buffett Rule'Senate Republicans derailed a Democratic "Buffett rule" bill Monday forcing the nation's top earners to pay at least 30% of their income in taxes, using the day before Americans' taxes are due to defy President Barack Obama on one of his signature election-year issues.
April 17, 2012
7 great accountant jokesBank robberies and parrots and hidden notes, oh my! Just in time for Tax Day, 7 accountant jokes that hit the nail on the head.