Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Trusts: Situs, Star Wars, and State Taxation
By Martin M. ShenkmanAll you Wookies hear about is estate tax repeal.
February 28, 2011
Congress Returns as Government Shutdown Looms: Advisor Briefing for the Week of Feb. 28, 2011Among likely developments of interest to advisors: DOL hearings on fiduciary, Bernanke testifying on monetary policy and the unemployment report for February.
February 25, 2011
Owe the IRS Back Taxes? IRS Offers ReliefThe IRS has added or expanded programs to help taxpayers catch up with less ‘burden’; one big way is by doubling the lien threshold.
February 24, 2011
Amish advisor hoodwinks 2,600 investorsThe Securities and Exchange Commission has charged a 77-year-old Amish financial advisor for defrauding 2,600 mostly Amish investors. The Ohio advisor raised $33 million from the investors, promising them he'd purchase risk-free government securities.
February 24, 2011
Amish advisor hoodwinks 2,600 investorsThe Securities and Exchange Commission has charged a 77-year-old Amish financial advisor for defrauding 2,600 mostly Amish investors. The Ohio advisor raised $33 million from the investors, promising them he'd purchase risk-free government securities.
February 24, 2011
6 client tax issues advisors should addressAs financial professionals, it's good to stay up to date and talk with clients about the renewed tax rates and exemptions and how they may affect their individual situation. Here are a few areas to touch on with your clients.
February 24, 2011
6 client tax issues advisors should addressAs financial professionals, it's good to stay up to date and talk with clients about the renewed tax rates and exemptions and how they may affect their individual situation. Here are a few areas to touch on with your clients.
February 24, 2011
IRS Issues Tax Guidance for ‘Hardest Hit’ HomeownersThough this may not apply to most clients of wealth managers, there may be, through “six degrees of separation,” some people within their sphere of influence that would benefit from IRS Tax Guidance, announced Wednesday.