Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Planning Advice: Gift Assets Likely to Appreciate--Benjamin Ledyard
By Michael S. FischerPick assets that you can spare, are depressed and expected to appreciate for gift strategies.
March 02, 2011
IRS' Top 10 Tax Facts About Early Distributions From Retirement PlansDid your clients take an early distribution from their retirement plan?
March 01, 2011
Ed Slott on IRAs, taxes and the educated advisorAs you gear up for the final push on tax season and work with your clients on their tax decisions, we thought it was a great opportunity to talk with IRA guru Ed Slott and find out the opportunities out there for advisors.
March 01, 2011
Furious at FinanceRon Paul, Republican congressman from Texas and former presidential candidate, is famous for railing against the Federal Reserve. He has pushed legislation…
March 01, 2011
Tax Reform Panel Tells Senate to Eliminate AMTThe Senate Finance Committee hears expert opinions on individual and corporate tax reform.
March 01, 2011
Tax Reform Panel Says Eliminate the AMTSenate Finance Committee hears expert opinions on individual and corporate tax reform.
March 01, 2011
Tax Planning Advice: Closely Held Business Compensation—Martin ShenkmanThe first in our series of 23 tax tips: getting compensation right in a closely held business.
February 28, 2011
How far are you willing to travel to meet with a financial advisor?My longtime advisor has an office about five miles away, which is not far at all.