Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Cash Flow Change Generates Tax Deduction
By Andrew RiceA bit of charity, plus cash flow management in an IRA can boost tax benefit.
January 17, 2011
Christie, Pawlenty Push for No Raise in Debt CeilingGov. Chris Christie, R-N.J., and former Gov. Tim Pawlenty, R-Minn., on Fox News Sunday, spoke in favor of a hard line on spending, to the extent that government shutdown should be part of the discussion.
January 14, 2011
IRS Rules Renew Interest in Cash Balance Pension PlansUncertainty surrounding plans ‘virtually eliminated,’ says Towers Watson.
January 13, 2011
Top 10 Tax Benefits for Small BusinessesThe SBA has detailed the updates on tax benefits for owners of small businesses.
January 13, 2011
Volatility in Muni Markets Delays Vanguard Muni Bond ETFsETFs’ ability to ‘tightly track benchmarks’ is the issue.
January 12, 2011
Unintended consequencesIt will be interesting to see if battery-powered autos are successful. I tend to think, once tax credits go away, that Americans won't like the restrictions of being limited to X miles daily.
January 12, 2011
Illinois Tax Hike: Gov. Quinn Promises to Sign QuicklyIllinois Gov. Pat Quinn defended a massive increase in state income taxes passed by lawmakers Wednesday and promised to quickly sign the measure to help heal the state's ailing finances.
January 11, 2011
Law That Simplifies Mutual Fund Tax Rules Praised by ICITwo days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.