Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Will Wandry Forever Eliminate IRS Valuation Arguments?
By William H. Byrnes, Robert BloinkValuing minority interests in a family-owned business can present a significant challenge to owners looking to take advantage of todays high gift tax exclusion.
May 08, 2012
10 Best Tax States for Small BusinessLooking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxEstate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?
May 08, 2012
What to Do Now to Minimize Wealth Transfer TaxEstate tax provisions expire at the end of the year. What should you be doing to prepare your high net-worth clients for the change?
May 07, 2012
NAPFA Goes to Chicago for Biggest-Ever Annual ConferenceNAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.
May 04, 2012
Survey: Only 1 in 7 Employees on Track to Retire with 80% of IncomeOnly 14% of employees report being confident they are on track to retire with 80% of their income (or their goal) in retirement. This is a slight drop from 15% in the first quarter of 2011, the survey says.
May 04, 2012
Economist Brock: 'Liberal Capitalism vs. Statist Capitalism,' That Is the QuestionIn a stark speech heavy on humor and academic theorems, H. Woody Brock set out to tell the Strategic Investment Conference attendees how to get out of the economic mess were in.
May 03, 2012
John Bogle: The 2012 IA 25 Extended ProfileTheres something reassuring about John Bogles passion and the fact that it hasnt waned with age.