Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New IRS Cash Balance Plan Regulations May Prevent Full Pension Distributions
By Melanie WaddellOne pension consultant is warning that new regulations by the IRS regarding hybrid pension plans, also called cash balance plans, may prevent full pension distributions to retirees and other employees.
April 10, 2011
Federal Budget, Inflation and Earnings Season: Advisor Briefing for the Week of April 11, 2011Market movers for this week: 2011 and 2012 federal budgets, corporate earnings kickoff, inflation markers for U.S., Europe and China.
April 08, 2011
IRS: Noncash Charitable Giving Fell in Tax Year 2008Noncash charitable donations in 2008 fell by nearly a third from the previous year, according to the winter 2011 issue of the Statistics of Income Bulletin (SOI).
April 08, 2011
Ken Fisher on Picking Stocks, Learning From P&G and KiplingWhat Fisher advises RIA leaders to do may surprise you.
April 08, 2011
Govt. Shutdown Nears, as Partisan Bickering Continues; Taxes Must Still Be FiledWith time running short and the federal government set to shutdown after midnight on Friday, Senate Majority Leader Harry Reid introduced a continuing resolution Friday morning that would extend operations for one week.
April 07, 2011
The Hartford Offers Tax Tips, Support for Retirement Plan ParticipantsLow-income Americans are more likely to worry about rising taxes than their wealthy counterparts, according to research released Thursday by The Hartford.
April 06, 2011
IRS Offers Tips to Taxpayers as April 18 Filing Deadline NearsWith only about two weeks remaining until the April 18 filing deadline, the IRS reminded taxpayers on Tuesday that they could use its Free File to do their taxes or file an extension.
April 05, 2011
INTC and WBDid you know that Intel has a $3.5 billion chip-making facility in the desert in Chandler, Ariz.? And did you know that Intel is building another facility nearby at a cost of $5 billion?