Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Owe the IRS Back Taxes? IRS Offers Relief
By Kate McBrideThe IRS has added or expanded programs to help taxpayers catch up with less ‘burden’; one big way is by doubling the lien threshold.
February 24, 2011
6 client tax issues advisors should addressAs financial professionals, it's good to stay up to date and talk with clients about the renewed tax rates and exemptions and how they may affect their individual situation. Here are a few areas to touch on with your clients.
February 24, 2011
6 client tax issues advisors should addressAs financial professionals, it's good to stay up to date and talk with clients about the renewed tax rates and exemptions and how they may affect their individual situation. Here are a few areas to touch on with your clients.
February 24, 2011
IRS Issues Tax Guidance for ‘Hardest Hit’ HomeownersThough this may not apply to most clients of wealth managers, there may be, through “six degrees of separation,” some people within their sphere of influence that would benefit from IRS Tax Guidance, announced Wednesday.
February 24, 2011
Tax Scam Alert: IRS Warns of Fake Communications, PhishingPerpetrators pretending to be from the IRS intend to steal clients’ money or identity
February 23, 2011
The great licensing divide: Insights on suitabilityIn the April edition of Senior Market Advisor, managing editor Andy Stonehouse tackles the "great divide" between advisors who are happy working without their securities licenses versus those who can offer a wider swath of services with their licensing.
February 23, 2011
Hearings Abound in March on Tax Code Reform, SEC Funding, GSEs, and DOL's 'Fiduciary'March is going to be a busy month for hearings, as the Senate and House tackle everything from reforming the tax code, housing finance reform, to the…
February 18, 2011
ASPPA Renews Call for 403(b) Audit ReliefNonprofit employers need flexibility from the U.S. Department of Labor to cope with new 403(b) plan Form 5500 filing rules, according to the American Society of Pension Professionals & Actuaries.