Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What to Expect
By Kenneth SilberTraditionally, presidential races slip into a relatively quiet July doldrums, before the late-summer party conventions kick the race into a higher gear
June 22, 2012
Next Up in Tax Reform Debate: Capital GainsSenate Finance Chairman Max Baucus and House Ways and Means Chairman Dave Camp plan to hold a joint hearing Thursday to review the tax treatment of capital gains in the context of comprehensive tax reform.
June 21, 2012
More U.S. Citizens Jumping Ship to Avoid TaxesWhile the number of Americans abandoning their citizenship is increasing, so too is the number of foreigners coming to U.S. shores to take advantage of so-called investor visas.
June 18, 2012
JPMorgan Sued for Investor FraudThe class action lawsuit was filed against JPMorgan Chase relating to losses in speculative trading by its London-based investment team.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanTwo proposed provisions could effectively end "zeroed-out" grantor-retained annuity trusts. Meaning: advisors should act fast if they plan to use one.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 15, 2012
IRS Rules on Key Point on 401(k) VestingThe agency weighs in on how breaks in service affect a participants vesting in a 401(k) plan.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.