Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Year End Tax Planning and New Year Strategies
By Timothy P. SpeissImplementing strategies now can optimize taxes and portfolios for the new year.
December 29, 2010
Top CEOs Ask Obama for ‘Repatriation Tax’ HolidayThe move would help them tap more than $1 trillion of offshore earnings.
December 28, 2010
Top Five Wealth Management News Stories of 2010: AdvisorOneExtension of Bush-era income-tax cuts for two years, and clarity on estate, gift and other wealth transfer issues top the list of must-read wealth management articles for 2010.
December 28, 2010
Outlook 2011, Global and U.S. Bonds: Europe Debt Woes May Affect U.S., Says T. Rowe Price's LevensonFixed income more attractive as rates lift; global and local risk and reward.
December 23, 2010
GAO Gives Thumbs-Down to U.S. Financial Statements (for the 14th Time)Government Accounting Office can’t issue an opinion due to issues at Defense, Homeland Security and Labor departments
December 22, 2010
Generation-Skipping Tax: How to Save $20 Million Before 2011Clients have big assets to transfer? Better postpone that ski vacation!
December 20, 2010
Tax Bill: Roth IRA Conversions Equivalent to 'Interest-Free Loans'Bush-era tax cut extensions are boon to wealthy who convert from traditional IRA.
December 19, 2010
Legalized Tax EvasionCriticism of the tax deal that President Obama struck with Republicans is understandable.