Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Income Tax Preparation: How to Track Non-Cash Donations on Your iPad
By Michael S. FischerBMG Certified Public Accountants LLPhas created an iPad version of its iDonatedIt app, which it developed in 2009 for the iPhone, the firm announced Monday.
January 13, 2011
Top 10 Tax Benefits for Small BusinessesThe SBA has detailed the updates on tax benefits for owners of small businesses.
January 13, 2011
Volatility in Muni Markets Delays Vanguard Muni Bond ETFsETFs’ ability to ‘tightly track benchmarks’ is the issue.
January 12, 2011
Unintended consequencesIt will be interesting to see if battery-powered autos are successful. I tend to think, once tax credits go away, that Americans won't like the restrictions of being limited to X miles daily.
January 12, 2011
Illinois Tax Hike: Gov. Quinn Promises to Sign QuicklyIllinois Gov. Pat Quinn defended a massive increase in state income taxes passed by lawmakers Wednesday and promised to quickly sign the measure to help heal the state's ailing finances.
January 11, 2011
Law That Simplifies Mutual Fund Tax Rules Praised by ICITwo days before Christmas, President Obama signed into law The Regulated Investment Company Modernization Act of 2010, which updates and simplifies several mutual fund tax rules.
January 10, 2011
Experts Foresee Increased Advanced Planning OpportunitiesWealth transfer planning among the high net worth is likely to increase in 2011.
January 10, 2011
Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth TransfersStrategies for transfer take advantage of the two-year tax window and a long-term plan.