Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Important Issues to Consider When Clients Move to, Invest in or Retire in Canada
By Bob KeatsBecause 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 19, 2011
Fiscal Q1 Earnings: Raymond James Boosts Profits 90%Private client net income improves 76% in the period ending Dec. 31, 2010
January 18, 2011
2010 Q4 Earnings: Citigroup Sees Profits for First Time Since 2007For the first time since CEO Vikram Pandit took over the leadership of Citigroup in 2007, the bank reported annual profits in its end-of-year earnings, at $10.6 billion, or $0.35 per share.
January 18, 2011
Cash Flow Change Generates Tax DeductionA bit of charity, plus cash flow management in an IRA can boost tax benefit.
January 18, 2011
New Tax Law Offers Unprecedented Planning OpportunitiesWealth managers can help clients take advantage of this short, but clear, tax-planning window.
January 17, 2011
Income Tax Preparation: How to Track Non-Cash Donations on Your iPadBMG Certified Public Accountants LLPhas created an iPad version of its iDonatedIt app, which it developed in 2009 for the iPhone, the firm announced Monday.
January 17, 2011
Christie, Pawlenty Push for No Raise in Debt CeilingGov. Chris Christie, R-N.J., and former Gov. Tim Pawlenty, R-Minn., on Fox News Sunday, spoke in favor of a hard line on spending, to the extent that government shutdown should be part of the discussion.
January 14, 2011
IRS Rules Renew Interest in Cash Balance Pension PlansUncertainty surrounding plans ‘virtually eliminated,’ says Towers Watson.