Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Reid Remark Adds To Turbulence
By Arthur D. PostalAn insurance trade group official says the major U.S. insurers can weather the current financial turmoil, and Senate Majority Leader Harry Reid has backed off ...
October 01, 2008
Gold MedalAs a registered investment advisor (RIA), you are in the business of serving your clients' financial needs--and it's no exaggeration to say that the quality...
October 01, 2008
Long-Term LossesPolitics aside, the recent diagnosis of Ted Kennedy's serious illness has sparked an ache of loss in many of us--not just at the prospect of...
September 30, 2008
Making Required Minimum Distributions Work To The Client's BenefitFinancial advisors say that there are ways to satisfy required minimum distribution requirements efficiently, so that the legal requirement works to a client's benefit.
September 29, 2008
IRS Eyes Effects Of Nationalization On Tax LossesThe IRS says it and the Treasury Department will write regulations covering the effect of government takeovers of companies on tax losses.The new regulations will ...
September 25, 2008
Give the gift of tax liabilityClients who own concentrated stock and are wary of diversification may be more open to giving their assets to loved ones or charities, according to...
September 11, 2008
Conservative contradictions in an electionMy supply side world is crumbling. A post by Harvard professor Jeff Frankel is getting quite a bit of play in the blogosphere. Frankel points...
September 07, 2008
IRS Postpones Tax Filings for Louisiana Victims of Hurricane GustavIn the middle of a notably busy hurricane season that seems to spawn new storms daily, the Internal Revenue Service announced Sep. 3 that it was postponing until Jan. 5, 2009, the deadlines for individuals and corporations to file tax returns and pay estimated taxes for residents of 36 Louisiana...