Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estimated Taxes: Who Must Pay?
By Kate McBrideWhen do clients have to pay estimated taxes? Is it ever okay not to pay?
April 01, 2011
Ed Slott and the art of the IRAOk, so one of these things is not like the others. Or so it seems.
April 01, 2011
Cutting Retirement Plan Tax Break Would Hurt Low-Income Workers Most: EBRI SurveyLower-income workers would be far more likely than higher-income counterparts to reduce their contributions if Congress were to lower or eliminate the tax exclusion for employee contributions for retirement savings plans, according to new findings by the Employee Benefit Research Institute released Wednesday.
March 31, 2011
Lawmakers Schedule Tax Reform DiscussionThe leaders of the congressional Joint Committee on Taxation plan to hold a discussion on ideas for reforming the U.S. Internal Revenue Code at 9:30 a.m. April 6 in Washington.
March 31, 2011
Ed Slott and the art of the IRAOk, so one of these things is not like the others. Or so it seems.
March 31, 2011
Lawmakers Schedule Tax Reform DiscussionThe leaders of the congressional Joint Committee on Taxation plan to hold a discussion on ideas for reforming the U.S. Internal Revenue Code at 9:30 a.m. April 6 in Washington.
March 30, 2011
IRS Tells Foreign Financial Account Holders They Must FileEven if there is ‘no taxable income,’ holders may have to file; no extensions to June 30 deadline.
March 30, 2011
Use of Tax Benefits Hampered by Complexity, Uncertainty: Senate HearingA Senate Finance Committee hearing on Wednesday revealed that poorly understood, confusing and impermanent tax policies muted the effectiveness of beneficial tax policies in ways that affect both businesses and individuals.