Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
9 Tax Tips for Charitable Donations—Slideshow
By Michael S. FischerAmericans in significant numbers continue to support charities and to deduct the contributions on their tax returns. Unfortunately, the IRS sometimes disallows the deductions. The agency has tips for taxpayers to ensure they get the most out of their contributions.
August 26, 2011
Are Income Tax Hikes Inevitable?Should Congress be taxing the rich and giving to the poor and middle class?
August 25, 2011
2011 BDs of the Year; Investing in Europe’s Debt Crisis; How to Retain Top Talent: September Investment Advisor—SlideshowSeptember brings the 21st annual Broker-Dealers of the Year awards.
August 24, 2011
The Exemption to the RuleThe long-awaited Tax Relief Act of 2010 is providing an unprecedented opportunity through the end of 2012 for everyonenot just the ultra-wealthyto benefit from short-term tax breaks impacting gifting and estate planning.
August 23, 2011
Top 10 Most Expensive Cities in the WorldIf youre planning a vacation or relocating for work, you may want to check this list to see if youll need to take a loan out just to eat at McDonalds.
August 22, 2011
Preserving Investment in an Annuity ContractWhen your clients roll over a retirement account into an annuity, stay alert.
August 19, 2011
FSP Speaker Sees Worms in Estate Tax Portability FeatureThe estate tax portability provision in the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 could trip up advisors who fail to think ahead.
August 19, 2011
IRS’ Top 7 Tax Tips for Job SeekersOur favorite government agency offers helpyes, helpon how to save tax dollars when looking for a job.