Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Pitfalls for You and Your Client When They Take Your Tax Advice
By William H. Byrnes, Robert BloinkAs the Russell v. Commissioner tax court case shows, relying on a tax advisor’s advice can save clients from penalties… sometimes.
April 26, 2011
2011 Q1 Earnings: UBS Wealth Unit Swings Back to Profit of $126 MillionUBS Wealth Management Americas reported a Q1 2011 pre-tax profit of 111 million Swiss francs, about $126 million, up from a loss in the prior quarter.
April 25, 2011
Do Your Clients’ International Assets Create Criminal Tax Exposure?Follow these basic rules to protect your clients and their offshore assets from civil and criminal penalties.
April 22, 2011
Nonprofits Increasingly Pay Local and State Taxes, Study FindsPrinciple of tax exemption for charitable organizations is being eroded by budget woes
April 20, 2011
IRS Tip Sheet: Answers to Post-Filing QuestionsThe IRS, anticipating Americans’ post-tax-filing questions about refunds and other concerns, issued a tip sheet on Monday, the federal income tax filing deadline.
April 20, 2011
Trends in Separately Managed Accounts: Tax Loss Harvesting on the RiseJacob Gold, a star of cable TV money shows, uses SMAs in the taxable environment to a considerable competitive advantage.
April 19, 2011
Treasury's Wolin: Obama Administration Will Fight Dodd-Frank CriticsU.S. Deputy Treasury Secretary Neal Wolin on Tuesday said in remarks at the Pew Charitable Trusts that the Obama administration will “oppose efforts” by critics to “weaken, slow down, or repeal” the Dodd-Frank Act.