Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Budget cuts imminent, Senate Democrats, GOP stage votes
By David EspoSquabbling away the hours, the Senate swatted aside last-ditch plans to block $85 billion in broad-based federal spending reductions on Thursday.
February 27, 2013
Stop-loss bills introduced in Minn., R.I.Self-insureds and their trade groups perceive this as a back-door effort by states to impose greater regulation.
February 26, 2013
How to gain clients through CPAsGetting a CPA to give a referral can be difficult but the headache is worth it.
February 26, 2013
WARNING: Fed Candy May Be Hazardous to Your WealthAn assessment of the Federal Reserves balance sheet, and questions on what the Fed will do next.
February 25, 2013
Sequestration Cuts Imminent; Government Shutdown LoomsAs the nation braced for the $85 billion in sequestration cuts to kick in on March 1, Joe Lieber of Washington Analysis laid out the numerous tools available to blunt sequestrations impact.
February 22, 2013
Who’s Kidding Whom? Dangers of Living in a BubbleIn politics and markets alike, its easy to fool yourself. Winner of 2014 Excellence in Financial Journalism Award from New York State Society of CPAs.
February 22, 2013
Wanted: Smart Strategies for Wealthy’s Steeper Tax LandscapeNot since Jimmy Carters presidency have the very well-off been subject to such high tax liability. The increases are permanent.
February 22, 2013
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.