Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
S. 23: Patent Bill Includes Tax, Business Methods Provisions
By Allison BellMembers of the Senate have voted 95-5 to pass S. 23, the America Invents Act bill - a measure that could affect insurers' and planners' ability to patent business methods and tax management strategies.
March 08, 2011
Panel Tells Senate to Consider Value-Added TaxSenate Finance Committee Chairman Max Baucus, D-Mont. opened the second in a series of Tax Reform hearings Tuesday with a quote from former…
March 08, 2011
Tax Planning Advice: Consider Transferring a Residence to a QPRT—Ben LedyardTransferring wealth through gift strategies is more attractive since the 2010 tax law raised the exemption.
March 07, 2011
Putnam Wealth Management Center Helps Advisors Master Tax LawPutnam Investments has introduced an online resource kit to help advisors and their clients understand key provisions of the sweeping tax law changes now taking effect.
March 07, 2011
Tax Planning Advice: Handling Bonuses or Capital Gains—Bernard KielyTip No. 5: make sure clients inform you immediately--not wait until tax season--when they get a bonus at work or a big capital gain.
March 04, 2011
House Passes Fix to Form 1099 Rule; Bill Heads to SenateThe House on Thursday passed by a vote of 314-112, the Comprehensive 1099 Taxpayer Protection and Repayment of Exchange Subsidy Overpayments Act of 2011, to repeal the new expanded Form 1099 tax reporting requirements under the new health care law.
March 03, 2011
House Passes 1099 Fix BillMembers of the House today voted 314-112 to pass H.R. 4, a bill that would repeal the new, expanded Form 1099 tax reporting requirements created by the Patient Protection and Affordable Care Act.
March 03, 2011
House Passes 1099 Fix BillMembers of the House today voted 314-112 to pass H.R. 4, a bill that would repeal the new, expanded Form 1099 tax reporting requirements created by the Patient Protection and Affordable Care Act.