Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Advisor as Coach
By Raphael LapinAnyone who has ever been in a role of advisor, mentor, consultant or counselor understands the pressures of feeling they need to know all the answers.…
January 28, 2011
Best of AdvisorOne: Top Five Tax Planning ArticlesThe top stories in January from AdvisorOne on taxes: new tax legislation, IRS rules, IRAs and cash balance pension plans
January 27, 2011
CBO: Estate Tax Still Could Return to 2001 LevelsThe estate and gift tax provisions enacted in 2010 are set to expire in 2013, Congressional Budget Office analysts note in a budget outlook review.
January 27, 2011
CBO: Estate Tax Still Could Return to 2001 LevelsThe estate and gift tax provisions enacted in 2010 are set to expire in 2013, Congressional Budget Office analysts note in a budget outlook review.
January 27, 2011
Sen. Tim Johnson Says He'll Focus on Implementing Dodd-FrankSenator Tim Johnson, D-SD, on Thursday was officially named chairman of the Senate Committee on Banking, Housing, and Urban Affairs.
January 26, 2011
Important Issues to Consider When Clients Move to, Invest in or Retire in CanadaBecause our social and cultural institutions are so similar, many Americans and Canadians feel completely at home on either side of our two nations' borders.
January 26, 2011
IRS to Announce New Amnesty Program for Offshore AccountsThe IRS has announced a new amnesty program aimed at encouraging wealthy Americans with hidden offshore bank accounts to come forward, declare their money and pay taxes owed, according to a report in The New York Times on Tuesday.
January 26, 2011
State of the Union: Obama Wants to Cut Corporate Taxes, LoopholesPresident Barack Obama's call to lower corporate tax rates is popular among business leaders and lawmakers from both parties, but he offered no specifics about how to pay for it.