Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NFP Scoops Up DA Financial
By Staff WriterNational Financial Partners Corp has acquired DA Financial Group.
September 05, 2011
Is the Carried Interest Loophole Closing?The Taxs Courts decision in Dagres v. Commissioner brings 'carried interest' into question.
September 04, 2011
Two Minute WarningSurprise provisions of the Budget Control Act could leave advisors scrambling for quick fixes for their clients' portfolios
September 02, 2011
Avoid the FLP Trap When Paying the Estate TaxWhen an estate is facing a liquidity crisis, why not tap the family limited partnership for cash?
September 01, 2011
IRS Publishes New Cost Basis RegulationsThe IRS issued three regulations to address concerns created by its issuance of 2010 regulations surrounding reporting the cost basis of stocks.
August 31, 2011
The miracle of tax-deferred compound interestThis month we are going to review the financial "miracle" of tax-deferred compound interest.