Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Citi-New York Deal: A Win-Win? (Aug. 8, 2008)
By Janet LevauxWhile New York Attorney General Andrew M. Cuomo and Citibank say they are "pleased" with their recent auction rate securities, or ARS, settlement reached August 7, at least one industry veteran is app
August 03, 2008
Companies Need To Prepare For SEC Nod On International AccountingA leading accountant offered ways that companies should begin to prepare for international accounting changes that are expected to become requirements when the U.S. Securities ...
August 01, 2008
Planning Ahead for the 2010 Roth ConversionBy now, most financial advisors should know about the ability to convert tax-deferred traditional IRA accounts to tax-free Roth IRAs, which became law in the tax reform enacted in 1997. In the tax reform legislated in 2006, the conversion
August 01, 2008
How TIPRA Can Help Your Clients Move Assets with No Capital Gains TaxMany Americans hold on to their long-term capital assets for two reasons. First, they simply do not want to pay capital gains taxes, and second, they don't want to lose the tax benefit that the stepped-up basis at death provides to their
August 01, 2008
The Second Dropped Shoe? Credit-Market Losses May Hit $1.6 TrillionThe $400 billion or so of credit market-related losses posted thus far is only the beginning, according to a research report from Bridgewater Associates Inc....
August 01, 2008
FPA Reminder: Practice Good "Citizenship"Laura Brook, director of international relations for the Financial Planning Association, points out that advisors should be sure to determine their clients' citizenship status. "Do...
July 27, 2008
Bipartisan Estate Tax Bill In SenateBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is a positive harbinger of efforts in the next ...
July 27, 2008
Bipartisan Estate Tax Bill In SenateBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is a positive harbinger of efforts in the next ...