Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax-Exempt Organizations Get Deadline Extension
By Marlene Y. SatterSome tax-exempt organizations got an extra present in their Christmas stockings, with the news from the IRS that they get extra time to file their annual returns in 2012.
December 27, 2011
3 Year-End Tax Tips for Business OwnersThe last few days of 2011 can be critical for business owners to take advantage of year-end tax planning options. MetLife suggests three areas in the current tax environment that are worthwhile for business owners to consider before the new year rings in and for 2012.
December 26, 2011
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—SlideshowThe January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
December 26, 2011
Who’s Really ‘Rich’?A national debate about rich versus poor has erupted. Were told the contest is between the top 1 percent of all income earners against the bottom 99 percent. We are also told the top 1 percent represents not just the dreadful essence of evil, but that they are rich. What...
December 26, 2011
Target: Wall StreetThe question is not whether the financial industry will encounter a volatile and difficult political climate this election year. The question is just how tough that climate will be.
December 23, 2011
House Republicans Bend, Let Payroll Tax Deal PassA Senate Republican speaks out and helps give President Obama an early Christmas present.
December 23, 2011
Congress Approves Two-Month Payroll Tax Cut ExtensionFollowing House GOP change of heart, bill approved by both Houses in Dec. 23 pro forma sessions.
December 21, 2011
Philanthropy Focus: 10 Creative Ways to Use Your Private FoundationBerit Ashla, a San Francisco-based philanthropic director of Foundation Source, the private foundation outsource company, lists options available to unleash the most bang out of your foundation's dollars.