Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 Million
By Gil WeinreichFinancial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.
March 28, 2012
Tax Planning and Insurance, Pt. 1: Tax Treatment of LTC BenefitsFrom Tax Facts Online, a warning to stay aware of the limit on the amount of qualified long-term care benefits that may be excluded from income.
March 28, 2012
Swiss Re Says 2011 Was Second Costliest Year to InsurersSwiss Re's study of disasters, both natural and manmade, in 2011 showed insured catastrophe losses that reached $116 billion.
March 27, 2012
What I Do in My Practice, Pt. 5: Taxes and Home BuyingYes, its a good time to buy, considering the prices available in much of the country. But dont forget the tax issues when buying a rental home.
March 26, 2012
Wall St. Bonuses Taking 14% Beatdown, Could’ve Been Much WorseWorkers at Wall Street firms should expect their cash bonuses to fall by 14% this year, after dropping 13% last year, according to an estimate released in March by New York Comptroller Thomas DiNapoli.
March 26, 2012
Guide to ETP TaxationWhile ETFs are generally regarded as tax-efficient investments, the multiplicity of product structures in the ETP market has created a maze of confusing possible outcomes.
March 26, 2012
State PPACA Reform News: Wash. State, Penn. Advance ReformsWashington State gets a new Exchange law, and Pennsylvania gets rate review.