Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Estate Plan: IRA Rollovers
By Calvin GoetzSidestep tax traps. If a 401(k) rollover is not done properly, your client could be in for a big surprise.
March 31, 2012
‘Stop! Don’t forget to leave enough in the plan!’How old your client is when he decides to roll over his 401(k) could determine whether the entire amount should be transferred.
March 31, 2012
The Estate Plan: IRA RolloversSidestep tax traps. If a 401(k) rollover is not done properly, your client could be in for a big surprise.
March 30, 2012
Kansas Lawmakers OK Medicaid Plan, Stall on TaxesLegislators must decide on tax cuts before than they complete work on the next budget.
March 30, 2012
Kansas Lawmakers OK Medicaid Plan, Stall on TaxesLegislators must decide on tax cuts before than they complete work on the next budget.
March 30, 2012
Why Washington Remains Graveyard of Bipartisan Dreams: News AnalysisDespite the pious talk of deficit-cutting centrists about the need to stop kicking the can down the road, a grand compromise will likely elude us until a leader emerges, Democrat or Republican, who can win over a large majority of the public to his vision of our society.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.