Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Kleinbard to Congress: The Cows Must Die
By Allison BellIncome tax breaks now cost the U.S. government as much revenue as the personal income tax raises, and that has to end, tax experts say.
September 08, 2011
Business Tax Reform: Territorial System, VAT Highlight Senate HearingWitnesses testifying Thursday at the latest Senate Finance Committee meeting on tax reform regarding tax treatment of international businesses, found some common ground but also considerable disagreement on the best strategies to employ.
September 08, 2011
The Bypass Trust Is Obsolete: Now What?If the bypass trust is obsolete, what do we replace it with?
September 07, 2011
NFP Scoops Up DA FinancialNational Financial Partners Corp has acquired DA Financial Group.
September 07, 2011
IRS Issues Basis Guidance for Estates Electing Against the Estate TaxThe IRS has dropped the second shoe; giving taxpayers guidance through the complex procedural machinations they must follow to avoid the 2010 estate tax.
September 05, 2011
Two Minute WarningSurprise provisions of the Budget Control Act could leave advisors scrambling for quick fixes for their clients' portfolios
September 05, 2011
Is the Carried Interest Loophole Closing?The Taxs Courts decision in Dagres v. Commissioner brings 'carried interest' into question.
September 04, 2011
Two Minute WarningSurprise provisions of the Budget Control Act could leave advisors scrambling for quick fixes for their clients' portfolios