Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
After the Fraud
By David A. Lifson, CPABy now most of the globe knows something about Bernard L. Madoff, who made off with billions of dollars investor's funds. In spite of Madoff's...
April 29, 2009
Estate Tax May Stay At '09 Levels - ClarifiedDemocrats have included an estate tax freeze provision in a 5-year budget proposal.
April 20, 2009
Fuzzy Picture On Estate Tax ReformPermanent estate tax legislation could be delayed until 2010 by Congress, lobbyists are cautioning, although final action may not take place until December.
April 19, 2009
Fuzzy Picture On Estate Tax ReformPermanent estate tax legislation could be delayed until 2010 by Congress, lobbyists are cautioning, although final action may not take place until December.
April 15, 2009
Build a business-selling dream teamThere are many complex issues involved in a business transition or a business sale.
April 15, 2009
CFP Board rep: Financial planning 'civic duty' for consumersConsumers should assume more responsibility to stabilize the economy and to restructure their own financial health, says Eleanor Blayney, consumer advocate for the Certified Financial...
April 14, 2009
Build a business-selling dream teamThere are many complex issues involved in a business transition or a business sale.
April 06, 2009
Estate Tax Certainty May Have To WaitDespite strong support in the Senate for legislation that would make permanent the 2009 estate tax level, and reunify the estate and gift taxes, the AALU lobbyists are now cautioning that a permanent resolution to the issue may not come until next year.