Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Experts Foresee Increased Advanced Planning Opportunities
By Warren S. HerschWealth transfer planning among the high net worth is likely to increase in 2011.
January 07, 2011
Tax Alert: IRA Direct Contributions to Charities for 2010IRS nixes IRA charitable contribution benefit for those who’d taken 2010 required minimum distributions.
January 06, 2011
Payroll Tax Windfall Will Be Spent: RBC Consumer Outlook IndexConsumer confidence ‘hovers’ close to ‘post-recession peak,’ and 74% of consumers say they'll spend some of their payroll tax cut.
January 03, 2011
Ivy League Professors Flunk Tax StrategyThe AP report of Ivy League professors who started a website urging the rich to give back their tax cuts is flying round the blogosphere, but give credit to the Wall Street Journals Best of the Web column from last Thursday for first pointing to its absurdity.
January 03, 2011
Wealthy Urged to 'Give Back' Tax Cuts: Professors’ WebsiteThree professors at Yale and Cornell universities have created a website that encourages wealthy Americans to give their tax savings to charities and send a political message in the process.
January 01, 2011
Eat the RichI shouldnt have to say this, but I will: Rich people, by definition, are not evil.
January 01, 2011
New Year Will Likely Include New Tax SchemeAt press time in mid-December, all odds were in favor of both the House and Senate passing the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.
January 01, 2011
Hold That Hyperbole!In the journalism dodge, we like to say we are writing the first draft of history.