Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Lies Ahead for the Euro?
By Ron DeLeggeWould Italy be where it is today had Berlusconi planned its public finances as well as he planned his private events?
December 29, 2011
Greek Tax Officials StrikeTax officials in Greece further complicated the country's efforts to cope with its austerity measures in the midst of the debt crisis as they walked off the job on Thursday, shutting down tax offices for the last two working days of the year.
December 28, 2011
IRS Shows Mercy and Allows Stretch IRAThe IRS recently took the unusual step of permitting a taxpayer to undo a lump-sum IRA distribution and avoid taxes and penalties.
December 27, 2011
Tax-Exempt Organizations Get Deadline ExtensionSome tax-exempt organizations got an extra present in their Christmas stockings, with the news from the IRS that they get extra time to file their annual returns in 2012.
December 27, 2011
Higher-Income Wage Earners Subject to Additional TaxAs part of the two-month extension of the payroll tax cut negotiated by Congress that begins in January, higher-income wage earners will be subject to a new 'recapture' provision, according to the IRS.
December 27, 2011
How Advisors Can Deal With Client Cultural DifferencesSome advice for advisors on how to interact with clients who different cultural perspectives.
December 27, 2011
3 Year-End Tax Tips for Business OwnersThe last few days of 2011 can be critical for business owners to take advantage of year-end tax planning options. MetLife suggests three areas in the current tax environment that are worthwhile for business owners to consider before the new year rings in and for 2012.
December 26, 2011
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—SlideshowThe January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....