Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Philanthropy Focus: Schwab Charitable Reports 76% Jump in Contributions
By James J. GreenSchwab donor advised funds Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.
December 07, 2011
Sen. Reid: Payroll Tax Cut Deal or BustAs the battle rages on in Washington over whether to extend the payroll tax cut next year, Senate Majority Leader Harry Reid, D-Nev., said Wednesday that 'we arent going home until we finish this.'
December 06, 2011
Philanthropy Focus: What You and Your Clients Should DoPhilanthropy consultant Calvin Edwards suggests how advisors can best help clients achieve their charitable giving goals.
December 06, 2011
Joint Congressional Hearing Addresses Derivatives and Tax ReformBaucus quotes Buffett on limiting potential for mischief; witnesses criticize Congress piecemeal approach to taxing financial products.
December 06, 2011
8 Moves Investors Should Make in 2012: Brinton EatonBrinton Eaton, a New Jersey-based wealth advisory firm, has some suggestions for investors for the coming year, starting with keeping the faith in equities and keeping a tight rein on emotions.
December 06, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?Yes, losses inside a variable annuity are deductible, though the reporting process is tricky, and VA surrender charges are not.
December 05, 2011
Morgan Stanley CFO: Raise Taxes on WealthyThe U.S. cannot cut its "way to greatness," says Ruth Porat at a New York conference.
December 02, 2011
Payroll Tax Cut Votes Reveal Washington's Political Fault LinesCongress will likely pass some form of a payroll tax cut before 2011 is out, but the process is a painful one that shows just how divided Democrats and Republicans remainand where the fault lines lie.