Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Could 2011 & 2012 Gifts Come Back to Bite the Grantor?
By Robert Bloink, William H. ByrnesWhat possible consequences could the new 2011 estate, gift and GST taxes have on your clients?
April 14, 2011
Different Tax Day Leads to Taxpayer DitheringTaxpayers filing later, and confusion surrounding mandatory e-filing and writing checks.
April 14, 2011
New IRS Cash Balance Plan Regulations May Prevent Full Pension DistributionsOne pension consultant is warning that new regulations by the IRS regarding hybrid pension plans, also called cash balance plans, may prevent full pension distributions to retirees and other employees.
April 11, 2011
Tax Alert: Changes to Form 706 Estate and Gift Tax ReturnThe IRS announced problem areas and changes with Form 706, U.S. Estate (and Generation-Skipping Transfer) Tax Return.
April 11, 2011
Budget War Expected to Rage as Debate Turns to 2012Now that last week’s U.S. budget battle is over, with Democrats and Republicans both claiming victory in the deal negotiated Friday night, the real fiscal war can.
April 10, 2011
Federal Budget, Inflation and Earnings Season: Advisor Briefing for the Week of April 11, 2011Market movers for this week: 2011 and 2012 federal budgets, corporate earnings kickoff, inflation markers for U.S., Europe and China.
April 08, 2011
IRS: Noncash Charitable Giving Fell in Tax Year 2008Noncash charitable donations in 2008 fell by nearly a third from the previous year, according to the winter 2011 issue of the Statistics of Income Bulletin (SOI).
April 08, 2011
Ken Fisher on Picking Stocks, Learning From P&G and KiplingWhat Fisher advises RIA leaders to do may surprise you.