Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax-Rate Uncertainty May Cost Employees
By Kate McBrideCongressional inaction on taxes may result in higher withholding in paychecks.
October 01, 2010
Implications of a Republican-Controlled CongressThe consensus is pretty clear: The mid-term elections could result in Republicans taking control of the House and gaining more seats in the Senate. On the...
October 01, 2010
A PIF in ActionConsider the following Roth conversion situation: A client converts her $1 million traditional IRA to a Roth IRA resulting in federal tax at today's top...
October 01, 2010
An Advanced (and Unique) Investment and Tax SolutionA new and unique opportunity exists for advisors and clients to achieve significant investment and tax advantages. Cutting edge advisors who offer comprehensive solutions to...
October 01, 2010
Obama Calls for End to Some Bush-Era Tax Cuts; Fiduciary Lobbying ContinuesWhile Washington and the nation were focused on President Obama's early September speech in which he unveiled new economic initiatives and vowed to cut taxes...
September 28, 2010
Gates Pushing Washington State's 'Tax-the-Rich' MeasureWithout a state income tax, Washington is looking to offset severe budget cuts.
September 27, 2010
Brinton Eaton Sees Big Tax Hikes if Congress Doesn't ActNon-spouse beneficiaries could experience rates as high as 55%.
September 27, 2010
Taxes are Not the ProblemThe Census Bureau is reporting that poverty is increasing, income for the middle class is declining and fewer people than ever are covered for health care.