Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Passes Tax Strategy Patent Ban
By Allison BellH.R. 1249, a bill that includes a provision banning tax strategy patents, has passed 304-117 in the House.
June 17, 2011
The Facts and the Options--Pro and Con--for U.S. Corporate Tax ReformEverbody’s talking overhauling the U.S. corporate tax system. Here are some facts and comparisons on how U.S. multinationals are taxed, and Congressional action.
June 16, 2011
Private Stock Finding Its Way Into Donor Advised Funds, Says Fidelity’s Valas‘Complex’ assets, especially C- and S-Corp shares, can be particularly valuable when gifted to DAFs
June 16, 2011
Schwab Focuses on 2012 Cost-Basis Regs for Funds and DRIPs; 1099-B ChangeLatest MKT report discusses how advisors should talk to clients on new IRS reporting requirements for 2012, along with change in Form 1099-B.
June 15, 2011
Donor Advised Funds: Maximize the Tax Benefits, Build a LegacyA DAF allows clients to create their own version of a family foundation.
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 13, 2011
IRS E-File: More Than 1 Billion Taxpayers Served Since 1986IRS e-file, the electronic transmission system that sends tax returns to IRS processing centers, has passed the one billion mark for individual tax returns processed, the agency announced Thursday.
June 08, 2011
7 Tips for Couples on How to Achieve Money HappinessKnowing how to talk about money is essential if couples hope to stay together, says Jane Honeck, who offers 7 communication tips.