Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Global Indirect Taxes Up; More Increases Coming: Report
By Marlene Y. SatterEven though global corporate tax rates have been on the decline, falling slightly from 25.44% in 2009 to 24.99% in 2010, indirect taxes have been rising as governments all over the world seek new sources of revenue.
October 11, 2010
Estate Tax: U.S. Tax Court Limits Estate’s Credit for Tax on Prior TransfersU.S. Court agrees with IRS: Limits apply to prior transfers estate tax credit and rules on QTIP protection.
October 11, 2010
The Impact on Small Businesses of the Jobs Act: Part IIWhat's the economic impact of The Small Business Jobs and Credit Act?
October 08, 2010
Editor's Blog: Godwin's LawNU Editor Bill Coffin writes that there is nothing remotely socialist or Marxist about healthcare reform, financial services reform, tax policy or anything else we've seen while the Democrats and Obama have been in power.
October 08, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
October 08, 2010
The Impact on Small Businesses of the Jobs Act: Part IHow will the Small Business Jobs and Credit Act affect small firms?
October 08, 2010
FPA’s Denver Conference to Kick Off Pro Bono EffortThe annual conference of the FPA begins Saturday in Denver to launch "Financial Planning Days," a pro bono effort to bring financial planning to the general public.
October 08, 2010
Retirement Officials to IRS: Do New Form 1040 Rules Apply to Form 5500?Retirement planning officials are asking the IRS to clarify whether the new IRS regulations that take effect Jan. 1 regarding the PTIN program for Form 1040 also apply to Form 5500.
