Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Do Your Clients’ International Assets Create Criminal Tax Exposure?
By Robert Bloink, William H. ByrnesFollow these basic rules to protect your clients and their offshore assets from civil and criminal penalties.
April 20, 2011
Trends in Separately Managed Accounts: Tax Loss Harvesting on the RiseJacob Gold, a star of cable TV money shows, uses SMAs in the taxable environment to a considerable competitive advantage.
April 19, 2011
Treasury's Wolin: Obama Administration Will Fight Dodd-Frank CriticsU.S. Deputy Treasury Secretary Neal Wolin on Tuesday said in remarks at the Pew Charitable Trusts that the Obama administration will “oppose efforts” by critics to “weaken, slow down, or repeal” the Dodd-Frank Act.
April 19, 2011
Could 2011 & 2012 Gifts Come Back to Bite the Grantor?What possible consequences could the new 2011 estate, gift and GST taxes have on your clients?
April 18, 2011
Lack of Communication on Minimizing Taxes on Clients’ InvestmentsIn a new “quick poll” of financial advisors from SEI Advisor Network finds that 90% of advisors said “clients rarely or occasionally ask about ways to minimize taxes on their investments.”
April 15, 2011
President Obama Signs Repeal of 1099 Reporting BillPresident Obama on Thursday signed into law H.R. 4, legislation repealing the requirement under the Patient Protection and Affordable Care Act, that all employers file separate 1099 forms with the IRS beginning in 2012 for any payments to vendors in excess of $600.
April 14, 2011
Different Tax Day Leads to Taxpayer DitheringTaxpayers filing later, and confusion surrounding mandatory e-filing and writing checks.
April 14, 2011
New IRS Cash Balance Plan Regulations May Prevent Full Pension DistributionsOne pension consultant is warning that new regulations by the IRS regarding hybrid pension plans, also called cash balance plans, may prevent full pension distributions to retirees and other employees.