Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Is Bigger Tax Bite Coming for Big Donors to Outside Political Groups?
By Kate McBrideA news report suggests that's possible, but some of these gifts were, recipients’ websites state, not deductible in the first place.
May 04, 2011
Roth IRA Conversion Planning in 2011 & 2012In early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income limitation.
May 04, 2011
IRS Seeks Tax Professionals for Advisory PanelThe IRS has begun accepting applications for the Internal Revenue Service Advisory Council (IRSAC), which provides a public forum for IRS officials and representatives of the public to discuss relevant issues regarding federal tax administration.
May 04, 2011
Q1 2011 Earnings: Genworth Profits Fall 54%; Mortgage Losses a FactorGenworth Financial Inc. disappointed analysts with Q1 2011 earnings per share of $0.17 versus expectations for EPS of $0.21, partly due to mortgage losses.
May 03, 2011
Legacy planning: A gift of loveThis week, I received a birthday present from my mom, made extra special because she passed away 10 years ago. As such, I am inspired to share with you the wonderful financial planning story that created my annual present from my mother
May 03, 2011
AALU Panelists Not Holding Breath on Budget ReformTax policy watchers are questioning whether Congress can get past philosophical differences, election-year politics and entrenched special interests as they do battle with the federal budget deficit.
May 03, 2011
Legacy planning: A gift of loveThis week, I received a birthday present from my mom, made extra special because she passed away 10 years ago. As such, I am inspired to share with you the wonderful financial planning story that created my annual present from my mother
May 02, 2011
Financial Folklore: Tales from Wall Street to Main StreetHitching your wagon to financial folklore may not bring your clients closer to financial independence.