Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Two Tax Mistakes to Avoid With Clients: Tax Expert Shenkman (AdvisorOne)
By Staff WriterSimple decisions and lack of planning are two big mistakes to make in this abnormal tax year.
March 13, 2012
$50M+ Healthcare "Super Losses" On the RiseDespite improved healthcare quality and patient safety measures, the cost of medical malpractice continues to climb, with juries awarding over $1 billion in damages for just seven medical liability cases in the last two years.
March 13, 2012
$50M+ Healthcare "Super Losses" On the RiseDespite improved healthcare quality and patient safety measures, the cost of medical malpractice continues to climb, with juries awarding over $1 billion in damages for just seven medical liability cases in the last two years.
March 13, 2012
The IRA Charitable Donation: It’s Just a Tax Deduction in 2012The tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choicewithout recognizing the donation as incomeexpired at the end of 2011, and Congress has given no indication if it will be renewed.
March 12, 2012
Former COP Members Criticize AIG Tax BreakA tax break provided to American International Group came under heavy fire today from four members of the former oversight panel created to monitor the Troubled Asset Relief Program.
March 12, 2012
Former COP Members Criticize AIG Tax BreakA tax break provided to American International Group came under heavy fire today from four members of the former oversight panel created to monitor the Troubled Asset Relief Program.
March 12, 2012
What I Do in My Practice, Pt. 3: My Role With Other AdvisorsSometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax
March 12, 2012
IRS’ 5 Tax Tips for Newlyweds, DivorceesIf your client has just gotten married or divorced, the last thing you want is for something to further complicate tax returns, or throw a snag into the processing of a refund.