Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 10 Tax Benefits for Small Businesses
By Kate McBrideThe SBA has detailed the updates on tax benefits for owners of small businesses.
January 12, 2011
Illinois Tax Hike: Gov. Quinn Promises to Sign QuicklyIllinois Gov. Pat Quinn defended a massive increase in state income taxes passed by lawmakers Wednesday and promised to quickly sign the measure to help heal the state's ailing finances.
January 11, 2011
Law That Simplifies Mutual Fund Tax Rules Praised by ICITwo days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
January 10, 2011
Experts Foresee Increased Advanced Planning OpportunitiesWealth transfer planning among the high net worth is likely to increase in 2011.
January 10, 2011
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth TransfersStrategies for transfer take advantage of the two-year tax window and a long-term plan.
January 09, 2011
Experts Foresee Increased Advanced Planning OpportunitiesWealth transfer planning among the high net worth is likely to increase in 2011.
January 07, 2011
Tax Alert: IRA Direct Contributions to Charities for 2010IRS nixes IRA charitable contribution benefit for those who’d taken 2010 required minimum distributions.
January 06, 2011
Payroll Tax Windfall Will Be Spent: RBC Consumer Outlook IndexConsumer confidence ‘hovers’ close to ‘post-recession peak,’ and 74% of consumers say they'll spend some of their payroll tax cut.