Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fidelity iPad App Offers Mobile IRA Deposits
By Danielle AndrusFidelity Investments announced Friday that its IRA clients could make deposits using the Fidelity Investments for iPad app.
March 01, 2012
Does the Death Tax Have a Date with the Grim Reaper?H.R. 1259, The Death Tax Repeal Permanency Act amassed over 200 co-sponsors in the U.S. House of Representatives today in an effort to prevent estate tax law from returning to 2001 levels.
March 01, 2012
Does the Death Tax Have a Date with the Grim Reaper?H.R. 1259, The Death Tax Repeal Permanency Act amassed over 200 co-sponsors in the U.S. House of Representatives today in an effort to prevent estate tax law from returning to 2001 levels.
March 01, 2012
Wall St. Bonuses Taking 14% Beatdown, Could’ve Been Much WorseBut these declines, reported by the New York Comptroller, are much smaller than the fall in profits, experts say.
February 29, 2012
22 Days of Tax Planning Tips: What I Do in My Practice, Pt. 1In the first of a series of postings, advisor Mike Patton describes practical steps he takes with clients in this year's tax season.
February 27, 2012
Harb, Levy & Weiland Merges With EisnerAmperSan Francisco-based accounting, tax and advisory firm Harb, Levy & Weiland announced Feb. 23 that it has joined forces with EisnerAmper.
February 23, 2012
U.K. Wealth Tax Brought Less Revenue Than Before Tax HikeAdvocates for lower taxes are sure to take the recent poor revenue results in the U.K., which last year raised its top rate on high income earners from 40% to 50%, as a demonstration of the ineffectiveness of a tax-the-rich policy.
February 23, 2012
Greek Debt Crisis Weighs on BanksEuropes banks are tallying up the losses from Greek sovereign debt, and the picture is not a pretty one. Euro losses in the billions are taking a toll on earnings and banks are posting heavy hits in the midst of a need to find additional capital to meet new banking...