Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Online transaction tax rife with unintended consequences
By Melanie WaddellLawmakers and industry officials say an online financial transaction tax bill would hurt retirement savers, small businesses and investors.
April 23, 2013
The road to comprehensive tax reformIs the administrations proposal to cap retirement accounts a prelude to taxing the buildup inside life insurance policies?
April 22, 2013
Pension group pushes Congress to kill proposed retirement savings capAny drop in tax incentives could have a ripple effect across the industry, says the executive director of the American Society of Pension Professionals & Actuaries.
April 22, 2013
Pension group pushes Congress to kill proposed retirement savings capAny drop in tax incentives could have a ripple effect across the industry, says the executive director of the American Society of Pension Professionals & Actuaries.
April 22, 2013
Despite Higher Taxes, Affluent Americans Will Continue to SpendA new study adds fuel to the fire over the impact of higher taxes on discretionary spending.
April 19, 2013
Simpson, Bowles Reduce New Deficit Plan to Prod CongressLike Jackie Gleasons Buford T. Justice in 1977s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.
April 18, 2013
Happy Tax Freedom Day!With a William Wallace-style cry of Freedom! millions of taxpayers will today reach a milestone.
April 17, 2013
IRA Cap Gives Rise to New Funding StrategiesAs with the Whac-A-Mole carnival game, new regulation means new opportunity.