Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Putnam Wealth Management Center Helps Advisors Master Tax Law
By Joyce HansonPutnam Investments has introduced an online resource kit to help advisors and their clients understand key provisions of the sweeping tax law changes now taking effect.
March 03, 2011
House Passes 1099 Fix BillMembers of the House today voted 314-112 to pass H.R. 4, a bill that would repeal the new, expanded Form 1099 tax reporting requirements created by the Patient Protection and Affordable Care Act.
March 03, 2011
House Passes 1099 Fix BillMembers of the House today voted 314-112 to pass H.R. 4, a bill that would repeal the new, expanded Form 1099 tax reporting requirements created by the Patient Protection and Affordable Care Act.
March 03, 2011
Tax Planning Advice: Grantor Trust Income—Martin ShenkmanA counterintuitive but valuable strategy: have the grantor pay tax on trust income.
March 02, 2011
Tax Planning Advice: Gift Assets Likely to Appreciate--Benjamin LedyardPick assets that you can spare, are depressed and expected to appreciate for gift strategies.
March 02, 2011
Tax Planning Advice: 2010 Tax Law Gifting Strategies—Benjamin LedyardThe 2010 Tax Act offers a tantalizing opportunity for wealth transfer through gift strategies. But it may sunset in two years.
March 02, 2011
Tax Planning Advice: Accelerating Expenses—Bernard KielyFor self-employed clients and advisors themselves, consider purchasing necessary supplies for the new tax year into the year just ending.
March 02, 2011
IRS' Top 10 Tax Facts About Early Distributions From Retirement PlansDid your clients take an early distribution from their retirement plan?