Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top CEOs Ask Obama for ‘Repatriation Tax’ Holiday
By John SullivanThe move would help them tap more than $1 trillion of offshore earnings.
December 23, 2010
GAO Gives Thumbs-Down to U.S. Financial Statements (for the 14th Time)Government Accounting Office can’t issue an opinion due to issues at Defense, Homeland Security and Labor departments
December 22, 2010
Generation-Skipping Tax: How to Save $20 Million Before 2011Clients have big assets to transfer? Better postpone that ski vacation!
December 20, 2010
Tax Bill: Roth IRA Conversions Equivalent to 'Interest-Free Loans'Bush-era tax cut extensions are boon to wealthy who convert from traditional IRA.
December 19, 2010
Legalized Tax EvasionCriticism of the tax deal that President Obama struck with Republicans is understandable.
December 17, 2010
2011 Tax Facts: What a YearThe National Underwriter Company has released the print and online versions of the 2011 Tax Facts tax guide.
December 17, 2010
'O' is for opportunity: 6 trendsThere are always plenty of opportunities in hard times, says Bill Smith, author of "The Happy Advisor." Here are some trends that can turn into opportunities and how to take advantage of them.
December 17, 2010
'O' is for opportunity: 6 trendsThere are always plenty of opportunities in hard times, says Bill Smith, author of "The Happy Advisor." Here are some trends that can turn into opportunities and how to take advantage of them.