Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Important Issues to Consider When Clients Move to, Invest in or Retire in Canada
By Bob KeatsBecause our social and cultural institutions are so similar, many Americans and Canadians feel completely at home on either side of our two nations' borders.
January 25, 2011
Important Issues to Consider When Clients Move to, Invest in or Retire in CanadaBecause our social and cultural institutions are so similar, many Americans and Canadians feel completely at home on either side of our two nations' borders.
January 24, 2011
After Delay, IRS Will Begin Processing Returns on Feb. 14 That Claim DeductionsThe IRS plans to start processing tax returns delayed by the December tax law changes on Feb. 14, according to a recent announcement.
January 21, 2011
Kleinberg, Kaplan, Wolff & Cohen Promotes HNW Expert KriegerTax, estate, gift and philanthropy advisor Jodi Krieger now a member of the firm.
January 19, 2011
Fiscal Q1 Earnings: Raymond James Boosts Profits 90%Private client net income improves 76% in the period ending Dec. 31, 2010
January 18, 2011
2010 Q4 Earnings: Citigroup Sees Profits for First Time Since 2007For the first time since CEO Vikram Pandit took over the leadership of Citigroup in 2007, the bank reported annual profits in its end-of-year earnings, at $10.6 billion, or $0.35 per share.
January 18, 2011
Cash Flow Change Generates Tax DeductionA bit of charity, plus cash flow management in an IRA can boost tax benefit.
January 18, 2011
New Tax Law Offers Unprecedented Planning OpportunitiesWealth managers can help clients take advantage of this short, but clear, tax-planning window.