Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
President Paid 20% in Taxes, Calls for Higher Rates on Rich
By John SullivanIn what is sure to fuel conservative critics, the White House announced Friday that Barack and Michelle Obama paid an effective federal tax rate of 20.5% on income in 2011.
April 11, 2012
The World Happiness Report Explains What Makes People Happy (Fast Company)The United Nations Conference on Happiness commissioned Columbia University to survey the state of happiness in the world.
April 10, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesAlmost every advisor seems to be pushing their clients to give away all their assets to heirs this year. But is that really a wise move? Consider these six issues.
April 10, 2012
George Bush, Chris Christie Talk Taxes at New York ForumFormer President George W. Bush and Gov. Chris Christie of New Jersey targeted President Barack Obamas current fiscal policy at a day of Republican tax and budget talks in New York.
April 09, 2012
ETFs Lessen IRS’ Sting at Tax TimeAt tax time, one of the reasons to love ETFs becomes crystal clear: tax efficiency, says Schwab's Michael Iachini.
April 09, 2012
TaxTip: Do Your Clients Qualify for a Home Office Deduction?From the resources of Tax Facts Online, the IRS rules and requirements for claiming a home office deduction.
April 06, 2012
Gold May Resume RiseAfter the end of a three-week strike by jewelers in India, the largest buyer of gold bullion in the world, gold could resume its upward path in the market.
April 05, 2012
Jinks of Raymond James on Ins and Outs of Advisor AcquisitionsNew head of RJs practice management and acquisitions operations notes one benefit of a wirehouse broker going independent: the tax consequences when he sells.