Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Middle Way: Election 2004
By James J. GreenAs a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
September 01, 2004
An Advisor's Best Friend?Clients may not be fond of filing taxes, but advisors can limn clients' financial lives using the 1040 form Every spring, advisors help their clients...
September 01, 2004
Pay Now, or LaterThe traditional aim of tax planning is to do everything legally possible to reduce current taxes. One common approach is to defer realizing capital gains...
August 01, 2004
Community AffairNobody likes paying taxes. But investing in an affordable housing tax credit program allows investors to take some of the pain out of this lifelong...
August 01, 2004
TAX ADVISOR- Look Beyond the Election YearIn a presidential election year, the chief executive and members of Congress typically are too preoccupied with campaigning to bother much with tax changes. But...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
July 12, 2004
Court Backs Attack On Charitable Split-Dollar ShelterA panel of a U.S. appeals court last week gave strong backing to federal government efforts to shut down a potentially lucrative tax shelter ...
July 01, 2004
Harvesting Those LossesAt the beginning of 2003, many observers argued that the vaunted tax efficiency of exchange traded funds was likely to be unimportant for the foreseeable...