Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Boehner Urges House to Scuttle Payroll Tax Cut Deal
By Marlene Y. SatterA bipartisan negotiated two-month extension of payroll tax cuts and extended unemployment benefits, passed by the Senate on Saturday, looks doomed to fail if House Speaker John Boehner, R-Ohio, follows through with his insistence that the House vote it down late Monday.
December 16, 2011
LTCI Watch: Breaking Into the FSABoustany has recruited a Democrat to help him continue the fight to help workers who buy LTCI get a tax break.
December 13, 2011
Tax and Philanthropy Focus: Year-End Giving Made EasyLast minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.
December 13, 2011
Philanthropy Focus: Schwab Charitable Reports 76% Jump in ContributionsSchwab donor advised funds Laughton says philanthropic trends are looking good: grant-making was up 35% through November 2011 at Schwab Charitable.
December 08, 2011
Year-End Tax Planning: Are Variable Annuity Losses Deductible?A loss in a variable annuity is deductiblealthough theres no solid answer on the mechanics of deducting the loss.
December 07, 2011
Philanthropy Focus: What Your Clients (and You) Shouldn't DoPhilanthropy consultant Calvin Edwards on knowing your charitable giving limitations, and what clients shouldn't do.
December 07, 2011
Sen. Reid: Payroll Tax Cut Deal or BustAs the battle rages on in Washington over whether to extend the payroll tax cut next year, Senate Majority Leader Harry Reid, D-Nev., said Wednesday that 'we arent going home until we finish this.'
December 06, 2011
Philanthropy Focus: What You and Your Clients Should DoPhilanthropy consultant Calvin Edwards suggests how advisors can best help clients achieve their charitable giving goals.