Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
FSP Speaker Sees Worms in Estate Tax Portability Feature
By Warren S. HerschThe 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 17, 2011
Congress' Deficit Panel Talks Echo Fraught 1990 Budget Deal: News AnalysisDemocrats on the Super Committee charged with proposing $1.5 trillion in deficit reduction are citing as precedent a 1990 budget deal that raised taxes but may have doomed President George H.W. Bush's re-election prospects.
August 17, 2011
Wealth Transfer Implications of U.S. Debt DowngradeAn increase is possible in safe-harbor interest rates for intra-family debt transactions
August 17, 2011
Merkel-Sarkozy Meeting Disappoints Europe MarketsA much-touted meeting between German Chancellor Angela Merkel and French President Nicolas Sarkozy over strategies to cope with the euro zones debt woes disappointed investors Tuesday, and stocks echoed their disappointment in Wednesday morning trading, moving lower.
August 16, 2011
Warren Buffett: Is he right?It was hard not to hear about billionaire Warren Buffett's opinion piece in The New York Times on Monday, which urged Congress to raise taxes on the super-rich to help cut the federal budget deficit.
August 16, 2011
Consider earning your CFPA primary concept behind comprehensive financial planning is that every financial decision someone makes has a potential effect on every other aspect of his or her financial life.
August 15, 2011
Consider earning your CFPA primary concept behind comprehensive financial planning is that every financial decision someone makes has a potential effect on every other aspect of his or her financial life.
August 15, 2011
Buffett: Tax the Wealthy'My friends and I have been coddled long enough by a billionaire-friendly Congress,' Buffett concluded in a New York Times op-ed. 'Its time for our government to get serious about shared sacrifice.'