Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Philanthropy Focus: When Giving Really Is Receiving
By Robert Bloink, William H. ByrnesCharitable annuities are a unique mechanism that can satisfy your clients charitable objectives while providing them with the income they need in retirement.
November 28, 2011
How Herman Cain Could Be Derailing Your ClientsSince tax reform may be top of mind for your clients in this presidential election silly season, how do you keep them balanced?
November 28, 2011
Advisors, Beware of Sharp Tax Increase in 2013, Expert SaysGovernment affairs expert Andrew Friedman offered a warning to financial advisors to prepare for a steep rise in taxes likely to take effect just one year from now.
November 28, 2011
Democrats Propose to Extend, Expand Payroll Tax Cut; Republicans ScoffSenate Democrats on Monday urged Congress to extend the tax cuts now in place for employers and employees, but Republicans countered that the tax holiday should end because it isnt stimulating the economy.
November 28, 2011
Philanthropy Focus: Maximize Client Charitable Giving, Pt. 1—Assets & VehiclesIn this season of giving, Fidelity Charitable's Amy Danforth's prescriptions for choosing the right assets and vehicles to best meet your client'sand their charity'sgoals.
November 26, 2011
Can Gift-Splitting Go Wrong?Gift-splitting offers tax advantages, but IRS rules must be followed.
November 23, 2011
Rescue Payroll Tax Cut and Jobless Benefits from Wreckage (Bloomberg Businessweek)The failure of the recent U.S. debt "supercommittee" may produce some serious collateral damage, as unemployment benefits fade and payroll taxes are poised for a 2 percent jump.
November 22, 2011
Philanthropy Focus: Expert Offers Tips to Make Year-End Giving CountNPTs Eileen Heisman tells AdvsorOne how to make philanthropy smart and strategic and not done just to beat the Dec. 31 deadline for tax purposes.