Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taking the Initiative
By Bill CoffinWith just over a week left until mid-term elections, races for the many governorships and Congressional seats at stake are kicking into high gear. In ...
October 21, 2010
Raymond James Tops Forecasts as Advisor Growth SlowsTotal advisor force falls to 5,334 in the quarter, down 41 from last year
October 21, 2010
Raymond James Tops Forecasts as Advisor Growth SlowsRaymond James Financial said late Wednesday that its net income rose 61% in the fiscal fourth quarter as total advisor force falls to 5,334 in the quarter, down 41 from last year.
October 21, 2010
IRS Gives Reporting Break to Employers for 2011In case you missed it, the Internal Revenue Service (IRS) released Notice 2010-69 on October 12.
October 18, 2010
Wealth and TaxesUnless Congress acts, taxes will rise for 2011 as Bush-era tax cuts expire.
October 14, 2010
Global Indirect Taxes Up; More Increases Coming: ReportEven though global corporate tax rates have been on the decline, falling slightly from 25.44% in 2009 to 24.99% in 2010, indirect taxes have been rising as governments all over the world seek new sources of revenue.
October 13, 2010
Bush’s Tax Cuts, Obama’s, or None? Three ScenariosIf you're wondering what your taxes will be in the various proposals regarding the Bush-era tax cuts, the Tax Foundation gives three possibilities.
October 12, 2010
IRS to Small Charities: Send Us an e-Postcard, or ElseSmall charities that fail to file a basic informational tax form by Oct. 15 risk losing their tax-exempt status under federal law, according to an article in the Oct. 3 Chronicle of Philanthropy.