Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ireland’s Acceptance of Bailout Fails to Impress Markets
By Marlene Y. SatterAlthough Ireland formally accepted the need for a bailout, requesting help from the EU and International IMF on Sunday, the world markets failed to be impressed on Monday.
November 19, 2010
Bonds Still Spell Trouble for Ireland, GreeceIrish bonds fell Friday when Allied Irish Banks PLC announced that deposits had dropped 17% during the crisis. As the European Union (EU), International Monetary Fund...
November 19, 2010
Congress May Eliminate Ability to Create Short-Term GRATs: Akin GumpThe 2010 year-end window of opportunity to transfer wealth at a reduced tax cost is open, and now is a good time to do it before Congress considers imposing restrictions.
November 19, 2010
Five Most-Read Stories: LPL's IPO, VA Guide, Taxes on WealthyAdvisorOne's Most Read Stories for the week of Nov. 13-19, 2010 include the LPL IPO and a new guide to evaluating VAs.
November 18, 2010
New Greek Budget Cuts Deep; Strikes ThreatenedTaking draconian measures that include slashing from already austere public spending and raising taxes, Greece unveiled its new proposed budget on Thursday.
November 18, 2010
Deloitte’s 2011 Tax and Wealth Planning Guide Aids Wary TaxpayersOn Thursday, Deloitte released a 2011 Essential Tax and Wealth Planning Guide to help individuals and private companies plan for future financial changes and demands.
November 17, 2010
Distinguished Group of Former Politicians Calls for Deep CutsA bipartisan group of budget experts unveiled a bold plan to curb the deficit and overhaul the tax code Wednesday.
November 17, 2010
The Quest for Tax AlphaWith the Bush tax cuts set to expire at the end of this year, advisors need a plan for actively managing Uncle Sam's upcoming bills for high-net-worth investors.