Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Govt. Shutdown Nears, as Partisan Bickering Continues; Taxes Must Still Be Filed
By John SullivanWith time running short and the federal government set to shutdown after midnight on Friday, Senate Majority Leader Harry Reid introduced a continuing resolution Friday morning that would extend operations for one week.
April 05, 2011
INTC and WBDid you know that Intel has a $3.5 billion chip-making facility in the desert in Chandler, Ariz.? And did you know that Intel is building another facility nearby at a cost of $5 billion?
April 05, 2011
Ryan Offers GOP's Long-Term Budget Plan; Talks on Govt. Shutdown FalterU.S. House Budget Committee Chairman Paul Ryan presented a budget that would cut $5.8 trillion in spending over 10 years, as fiscal-year budget talks fall apart.
April 04, 2011
Estimated Taxes: Who Must Pay?When do clients have to pay estimated taxes? Is it ever okay not to pay?
April 03, 2011
IRS Extends Estate Tax Filing DeadlineForm 8389 is no longer due on April 18, with IRS guidance to come.
April 01, 2011
10 tax questions every advisor should answerJust in time for the last minute tax push, I received a package in the mail last week from IRA guru Ed Slott. Inside the package was a 47-page booklet titled "Ed Slott's Retirement Decisions Guide: 2011 Edition."
April 01, 2011
Ed Slott and the art of the IRAOk, so one of these things is not like the others. Or so it seems.
April 01, 2011
Cutting Retirement Plan Tax Break Would Hurt Low-Income Workers Most: EBRI SurveyLower-income workers would be far more likely than higher-income counterparts to reduce their contributions if Congress were to lower or eliminate the tax exclusion for employee contributions for retirement savings plans, according to new findings by the Employee Benefit Research Institute released Wednesday.