Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What to Do About New Medicare Taxes: Kitces at FPA Conference
By John SullivanMichael Kitces, Pinnacle Advisory Groups managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
September 29, 2012
FPA Names Janet Stanzak Its 2013 President-ElectThe Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has walked in the shoes of the majority of our members."
September 28, 2012
BofA Settles Merrill Purchase Suit for $2.43 BillionThe deal resolves a long-standing dispute, but should not have much impact on the firm's advisors, experts say.
September 28, 2012
France Boosts Taxes on Wealthy and Large CompaniesPresident Francois Hollandes 2013 budget for France relies on tax increases on the wealthy and on large companies to help cut the countrys deficit, rather than spending cuts.
September 27, 2012
LIMRA: More than 1 in 8 U.S. households may owe estate tax in 2013Should the current estate tax law expire at year-end without Congressional action, nearly 15 million U.S. households will have a potential estate tax liability, according to new research.
September 27, 2012
3 Reasons Obama Will Capture Independents' Vote: Andy FriedmanAndy Friedman of the Washington Update says in his commentary that independent voters will likely tilt the election to Obama, and that the election won't immediately resolve the uncertainty surrounding the fiscal cliff.
September 26, 2012
Estate Tax Indecision by Congress Could Mean Big Tax LiabilitiesNearly 15 million U.S. householdsor 12.5%would have a potential estate tax liability if Congress fails to act when the extension to the Bush tax cuts expires on Jan. 1.
September 25, 2012
EEI: ‘Congress & President Must Act Now To Extend Current Dividend Tax Rates’Today our nation is facing a series of tax hikes and mandatory spending cuts that threaten to send the economy over a fiscal cliff at the end of the year.