Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
S. 23: Patent Bill Includes Tax, Business Methods Provisions
By Allison BellMembers of the Senate have voted 95-5 to pass S. 23, the America Invents Act bill - a measure that could affect insurers' and planners' ability to patent business methods and tax management strategies.
March 09, 2011
Tax Planning Advice: Leverage the ExemptionStart giving away assets in the window of opportunity the Tax Act created, says Gavin Morrissey
March 09, 2011
Tax Planning Advice: Avoid Inaccurate Formula Clauses—Martin ShenkmanShenkman says that using inaccurate formula clauses in legal documents can be quite taxing.
March 08, 2011
S. 23: Patent Bill Includes Tax, Business Methods ProvisionsMembers of the Senate have voted 95-5 to pass S. 23, the America Invents Act bill - a measure that could affect insurers' and planners' ability to patent business methods and tax management strategies.
March 08, 2011
Tax Reform Panel Tells Senate to Consider Value-Added TaxSenate Finance Committee Chairman Max Baucus, D-Mont., opened the second in a series of Tax Reform hearings on Tuesday with a quote from former President Dwight D. Eisenhower: “Neither a wise man or a brave man lies down on the tracks of history to allow a train to run over...
March 08, 2011
Panel Tells Senate to Consider Value-Added TaxSenate Finance Committee Chairman Max Baucus, D-Mont. opened the second in a series of Tax Reform hearings Tuesday with a quote from former…
March 08, 2011
Panel Tells Senate to Consider Value-Added TaxSenate Finance Committee Chairman Max Baucus, D-Mont. opened the second in a series of Tax Reform hearings Tuesday with a quote from former…
March 08, 2011
Tax Planning Advice: Consider Transferring a Residence to a QPRT—Ben LedyardTransferring wealth through gift strategies is more attractive since the 2010 tax law raised the exemption.