Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Options and Taxes: Tax Treatment of Incentive Stock Options
By Tax Facts OnlineThe definitive word from Tax Facts Online on incentive stock options. First, how the grant is taxed, and second, how the exercise of the incentive option is taxed.
March 02, 2012
Post-Election Estate Tax Fix?The consensus is that the Bush-era tax cuts will be addressed after the presidential election.
March 02, 2012
Post-Election Estate Tax Fix?The consensus is that the Bush-era tax cuts will be addressed after the presidential election.
March 02, 2012
Fidelity iPad App Offers Mobile IRA DepositsFidelity Investments announced Friday that its IRA clients could make deposits using the Fidelity Investments for iPad app.
March 01, 2012
How to Avoid Investors’ Most Taxing ProblemYou can have great returns on your investments, but if Uncle Sam is taking a lot of those gains through taxes, you ultimately end up with below-average returns.
March 01, 2012
Post-Election Estate Tax Fix?Tax issues will figure prominently in the goings-on in Washington this presidential election year, with the consensus among tax specialists being that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
March 01, 2012
Does the Death Tax Have a Date with the Grim Reaper?H.R. 1259, The Death Tax Repeal Permanency Act amassed over 200 co-sponsors in the U.S. House of Representatives today in an effort to prevent estate tax law from returning to 2001 levels.
March 01, 2012
Does the Death Tax Have a Date with the Grim Reaper?H.R. 1259, The Death Tax Repeal Permanency Act amassed over 200 co-sponsors in the U.S. House of Representatives today in an effort to prevent estate tax law from returning to 2001 levels.