Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Do Dems have the upper hand in fiscal cliff negotiations?
By Warren S. HerschIn the wake of President Obama's election victory, Democrats are likely to get much of what they seek.
December 06, 2012
Geithner: Ready to Go Over ‘Fiscal Cliff'The treasury secretary didnt mince words in an interview on Wednesday.
December 05, 2012
Battle lines drawn in fiscal cliff negotiationsHighlights of White House, GOP budget plans on taxes, Medicare and the debt ceiling.
December 05, 2012
Analysis: Obama could risk going over ‘cliff’If no deal is reached, the White House will blame Republicans. But there are risks for President Obama as well.
December 04, 2012
GOP fiscal cliff plan echoes failed budget talksRepublicans have countered the presidents plan with proposals that Democrats have opposed in the past.
December 04, 2012
GOP fiscal cliff plan echoes failed budget talksRepublicans have countered the presidents plan with proposals that Democrats have opposed in the past.
December 04, 2012
Year-End Tax Strategy: Pairing a Roth Conversion With a DAFA year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.
December 03, 2012
Is the Structured Settlement Process in need of Reform?Hindert also flags industry opposition for inhibiting the development of a potentially less costly alternative to factoring: commuting, wherein claimants sell rights to periodic payments back to the annuity provider. If, he says, more annuity contracts incorporated a commutation rider offering payees a discounted value of their future income stream,...