Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ivy League Professors Flunk Tax Strategy
By John SullivanThe AP report of Ivy League professors who started a website urging the rich to give back their tax cuts is flying round the blogosphere, but give credit to the Wall Street Journals Best of the Web column from last Thursday for first pointing to its absurdity.
January 01, 2011
Eat the RichI shouldnt have to say this, but I will: Rich people, by definition, are not evil.
January 01, 2011
Hold That Hyperbole!In the journalism dodge, we like to say we are writing the first draft of history.
January 01, 2011
Bachus, Johnson to Steer Dodd-Frank’s PathRep. Spencer Bachus, R-Ala., was elected on Dec. 8 to serve as the new Chairman of the House Financial Services Committee, replacing Rep. Barney Frank,…
December 31, 2010
Wanted: Big-impact, low-cost client eventsBig-impact, low-cost client events can help make 2011 your best year ever.
December 30, 2010
Year End Tax Planning and New Year StrategiesImplementing strategies now can optimize taxes and portfolios for the new year.
December 29, 2010
Outlook 2011, Tax Planning: Big Changes From Tax Bill; Extended DeadlinesIRS offers advisors many reasons to connect with clients as tax planning gets underway for 2011.
December 29, 2010
Year-End Tax Strategies Advisors Can Still Recommend to ClientsSteps to take as 2010 ends to maximize client deductions, limit taxes paid.