Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Kansas Lawmakers OK Medicaid Plan, Stall on Taxes
By JOHN HANNA, Associated PressLegislators must decide on tax cuts before than they complete work on the next budget.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 30, 2012
AIG is Still Costing TaxpayersWhen the U.S. economy was in crisis in October 2008, Congress passed a $700 billion bailout of our financial system. The Troubled Assets Relief Program (TARP) was heavily scrutinized in the media and passionately debated on Wall Street and Main Street.
March 30, 2012
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 MillionFinancial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.
March 29, 2012
BRICS Hit West Over IMF, PoliciesThe BRICS were hitting Western nations on Thursday, pressing them for more voting rights at the IMF this year and assailing them over monetary policies they said put the stability of the global economy in danger.
March 28, 2012
Tax Planning and Insurance, Pt. 2: Estate Taxes and Life InsuranceAsked and answered by Tax Facts Online: When can a beneficiary of life insurance proceeds be held liable for payment of federal estate tax falling on the insureds estate?
March 28, 2012
Tax Planning and Insurance, Pt. 1: Tax Treatment of LTC BenefitsFrom Tax Facts Online, a warning to stay aware of the limit on the amount of qualified long-term care benefits that may be excluded from income.
March 28, 2012
Swiss Re Says 2011 Was Second Costliest Year to InsurersSwiss Re's study of disasters, both natural and manmade, in 2011 showed insured catastrophe losses that reached $116 billion.