Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Experts Foresee Increased Advanced Planning Opportunities
By Warren S. HerschWealth transfer planning among the high net worth is likely to increase in 2011.
January 03, 2011
Ivy League Professors Flunk Tax StrategyThe AP report of Ivy League professors who started a website urging the rich to give back their tax cuts is flying round the blogosphere, but give credit to the Wall Street Journals Best of the Web column from last Thursday for first pointing to its absurdity.
January 03, 2011
Wealthy Urged to 'Give Back' Tax Cuts: Professors’ WebsiteThree professors at Yale and Cornell universities have created a website that encourages wealthy Americans to give their tax savings to charities and send a political message in the process.
January 01, 2011
New Year Will Likely Include New Tax SchemeAt press time in mid-December, all odds were in favor of both the House and Senate passing the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.
January 01, 2011
Eat the RichI shouldnt have to say this, but I will: Rich people, by definition, are not evil.
January 01, 2011
Hold That Hyperbole!In the journalism dodge, we like to say we are writing the first draft of history.
January 01, 2011
Bachus, Johnson to Steer Dodd-Frank’s PathRep. Spencer Bachus, R-Ala., was elected on Dec. 8 to serve as the new Chairman of the House Financial Services Committee, replacing Rep. Barney Frank,…
December 31, 2010
Wanted: Big-impact, low-cost client eventsBig-impact, low-cost client events can help make 2011 your best year ever.