Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Bill: Roth IRA Conversions Equivalent to 'Interest-Free Loans'
By John SullivanBush-era tax cut extensions are boon to wealthy who convert from traditional IRA.
December 17, 2010
'O' is for opportunity: 6 trendsThere are always plenty of opportunities in hard times, says Bill Smith, author of "The Happy Advisor." Here are some trends that can turn into opportunities and how to take advantage of them.
December 17, 2010
'O' is for opportunity: 6 trendsThere are always plenty of opportunities in hard times, says Bill Smith, author of "The Happy Advisor." Here are some trends that can turn into opportunities and how to take advantage of them.
December 17, 2010
Tax Bill: ‘Holiday’ on Payroll Taxes, Business InvestmentThe bipartisan tax deal that passed the House late Thursday night was signed by President Barack Obama Friday afternoon, includes payroll tax holiday and business investment tax break.
December 17, 2010
Now That Omnibus Spending Bill Shelved, What Happens Next?"Since the Senate biggy was defeated [omnibus spending bill], I don't think it will do a whole lot [on budget resolution] before recess," says former Congressman Bill Frenzel (R-Minn.), now a guest scholar of economic studies at the Brookings Institution.
December 17, 2010
Obama Signs Tax-Cut Extension Bill Passed by HousePresident Barack Obama signed the compromise tax plan on Friday afternoon that the House of Representatives passed late Thursday night.
December 16, 2010
House Passes H.R. 4853 Tax Bill 277-148, Sends It to ObamaAfter delays and much debate, House members today voted 277-148 to pass the Senate's version of the H.R. 4853 tax bill.
December 16, 2010
How to get referrals from CPAs: 6 components of valueProducer Brandon Stuerke of Golden Financial Group in Lake Ozark, Mo., built his successful practice solely through referrals, primarily by partnering with CPAs.