Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA Session
By John SullivanJefferson National's COO presents a tax deferral twist on Markowitz's efficient frontier at NAPFA Salt Lake.
May 17, 2011
Treasury’s Geithner Slams Congress for Debt Ceiling MessIn remarks given at the Harvard Club in New York just one day after the Treasury hit its debt ceiling, Geithner spoke of unsustainable future fiscal deficits caused in part by the many Americans who will turn 65 in the next decade.
May 16, 2011
Wolin Says Taxes Could Rise if Politicians Cast Doubt on U.S. CreditTreasury’s Wolin cites risk of ‘double dip recession’ and higher rates on Treasury securities; taxes could rise to pay higher rates.
May 13, 2011
Is Bigger Tax Bite Coming for Big Donors to Outside Political Groups?A news report suggests that's possible, but some of these gifts were, recipients’ websites state, not deductible in the first place.
May 06, 2011
At fi360, Dodd Gives Insight Into Swaying Politicians: AdvisorOne InterviewDodd talks with AdvisorOne about financial literacy and his new job representing Hollywood.
May 04, 2011
Roth IRA Conversion Planning in 2011 & 2012In early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income limitation.
May 04, 2011
Roth IRA Conversion Planning in 2011 & 2012In early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income limitation.
May 04, 2011
IRS Seeks Tax Professionals for Advisory PanelThe IRS has begun accepting applications for the Internal Revenue Service Advisory Council (IRSAC), which provides a public forum for IRS officials and representatives of the public to discuss relevant issues regarding federal tax administration.