Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxes & Inequality: Shiller’s Plan to Fix Tax Code
By Janet LevauxYale economist Robert Shiller says he and a colleague have studied inequality indexation with the objective of showing how more complex systems of tax rates might work.
March 06, 2012
Options and Taxes: Tax Treatment of Incentive Stock OptionsThe definitive word from Tax Facts Online on incentive stock options. First, how the grant is taxed, and second, how the exercise of the incentive option is taxed.
March 05, 2012
IRS’ Top 12 Tax Law Changes for 2012Although the current tax law situation can probably reasonably be compared to a liquid rather than a solid, since at least in the minds of legislators it is quite fluid, the IRS has compiled a list of changes governing how youll pay your taxes this year.
March 04, 2012
22 Days of Tax Planning: What I Do in My Practice, Pt. 2: Tax Aware InvestingThe benefits of taxable, tax free and tax deferred investing.
March 02, 2012
Post-Election Estate Tax Fix?The consensus is that the Bush-era tax cuts will be addressed after the presidential election.
March 02, 2012
Post-Election Estate Tax Fix?The consensus is that the Bush-era tax cuts will be addressed after the presidential election.