Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tips on Paying Estimated Taxes—for Clients and Advisors
By Richard Niles, J.D.Are you or your clients sole proprietors or S corps? The skinny on the latest IRS tips for who, when and how to pay estimated taxes.
April 16, 2012
Obama's Buffett Rule Impact on Taxes, JobsPresident Barack Obama's proposal to impose a "Buffett rule" tax on the rich is generating enormous political wattage, but the plan itself would directly affect only a tiny fraction of Americans.
April 13, 2012
President Paid 20% in Taxes, Calls for Higher Rates on RichIn what is sure to fuel conservative critics, the White House announced Friday that Barack and Michelle Obama paid an effective federal tax rate of 20.5% on income in 2011.
April 12, 2012
The Trouble With LobbyistsFrom liability rules to tax code complications, lobbyists and the politicians they have in their pockets are usually to blame.
April 11, 2012
Ryan Warns of Obama Tax-and-Spend ‘Path to Debt and Decline’House Budget Committee Chairman Paul Ryan slammed President Obamas policy at a Tax Policies for 4% Growth conference sponsored by the George W. Bush Presidential Center.
April 11, 2012
The World Happiness Report Explains What Makes People Happy (Fast Company)The United Nations Conference on Happiness commissioned Columbia University to survey the state of happiness in the world.
April 10, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesAlmost every advisor seems to be pushing their clients to give away all their assets to heirs this year. But is that really a wise move? Consider these six issues.