Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax: U.S. Tax Court Limits Estate’s Credit for Tax on Prior Transfers
By Michael S. FischerU.S. Court agrees with IRS: Limits apply to prior transfers estate tax credit and rules on QTIP protection.
October 08, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
October 08, 2010
The Impact on Small Businesses of the Jobs Act: Part IHow will the Small Business Jobs and Credit Act affect small firms?
October 08, 2010
FPA’s Denver Conference to Kick Off Pro Bono EffortThe annual conference of the FPA begins Saturday in Denver to launch "Financial Planning Days," a pro bono effort to bring financial planning to the general public.
October 08, 2010
Retirement Officials to IRS: Do New Form 1040 Rules Apply to Form 5500?Retirement planning officials are asking the IRS to clarify whether the new IRS regulations that take effect Jan. 1 regarding the PTIN program for Form 1040 also apply to Form 5500.
October 08, 2010
Unemployment Number Steady at 9.6%Jobs loss worse than predicted but unemployment rate holds steady.
October 07, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
October 07, 2010
SEC Warns Investors to Beware of ‘Steven Cooper’ ImpersonatorThe Securities and Exchange Commission has issued an alert that warns investors about a person who is falsely claiming to be an employee of the...