Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 12 Tax Scams: IRS’ Dirty Dozen
By Marlene Y. SatterWhether it's slick con artists or taxpayers who play fast and loose with the truth when filing returns, the IRS is watching.
March 16, 2012
4 Estate and Tax Planning Steps to Take in an Uncertain YearRegardless of whether Congress acts on taxes by year-end, estate planning attorney John Scroggin says taxpayers shouldn't dally.
March 15, 2012
Fitch Cuts U.K. OutlookFitch Ratings has downgraded the outlook for Britain after saying that the nation could lose its AAA rating because of a limited ability to deal with financial shocks.
March 14, 2012
Two Tax Mistakes to Avoid With Clients: Tax Expert Shenkman (AdvisorOne)Simple decisions and lack of planning are two big mistakes to make in this abnormal tax year.
March 14, 2012
Tax Treatment of Limited PartnershipsFrom Tax Facts Online, details on how limited partners must report income, losses and deductions.
March 13, 2012
Split-Interest Trusts Had $121B in Assets at End of 2010: IRS BulletinIn Filing Year 2010, nearly 119,000 Split-Interest Trust Information Returns were filed for charitable remainder trusts, charitable lead trusts and pooled income funds, according to the IRS Statistics of Income Bulletin: Winter 2012.
March 13, 2012
$50M+ Healthcare "Super Losses" On the RiseDespite improved healthcare quality and patient safety measures, the cost of medical malpractice continues to climb, with juries awarding over $1 billion in damages for just seven medical liability cases in the last two years.
March 13, 2012
$50M+ Healthcare "Super Losses" On the RiseDespite improved healthcare quality and patient safety measures, the cost of medical malpractice continues to climb, with juries awarding over $1 billion in damages for just seven medical liability cases in the last two years.