Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 10 Favorite Super Bowl Numbers
By Dan BermanBehind the Super Bowl are myriad facts that help tell the story of the game, from the teams that play to the food scarfed down by fans to the value of the trophy that every team covets.
February 01, 2012
Advising Across BordersServing internationally mobile clients is a growth business for advisors savvy about the ways of the world.
February 01, 2012
2012 Tax Season Survival Guide: 22 Days of Tax Planning AdviceSome best practices and operational procedures to make tax season for all advisorsnot just tax preparersa little less hectic.
February 01, 2012
CBO Projects $1.1 Trillion Budget Deficit for 2012 if Laws Don't ChangeCBO Director Douglas Elmendorf said that because so many tax and spending changes to are slated to take effect, CBO has also prepared projections under an "alternative fiscal scenario."
February 01, 2012
Estate Tax Limbo Likely to End This YearThe consensus among tax specialists is that Congress is most likely to address the estate tax when it decides late this year whether to extend the Bush tax cuts.
January 31, 2012
The Buddy SystemWant to build your business? Start by forming strategic alliances with other professionals, and the referrals will roll in.
January 31, 2012
Potomac WatchIt is possible that a gridlocked Congress could fail this year to deal with the estate tax and related issues, issues that are the lynchpin of the insurance industrys place in the financial world.