Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Economics of Disaster: From Joplin Tornado to Japan Quake, Crisis at a Cost—Slideshow
By Joyce HansonNatural disasters have ravaged economies everywhere they've hit, imperiling budgets and businesses from Japan to the Mississippi River Delta.
May 22, 2011
Coming Up ShortA five-person panel of experts questioned whether the U.S. will be able to meet fiscal challenges in the coming year, citing "irreconcilable differences" between the two parties, election-year politics and entrenched interests.
May 20, 2011
10 Ways the IRS Can Help You Do Your JobThe IRS 2011 Nationwide Tax Forums this summer--designed for CPAs and CFPs-- will travel to Atlanta, Orlando, Dallas, San Jose, Las Vegas and D.C.
May 19, 2011
David Lau on Ways to Enhance the Tax Efficient Frontier at NAPFA SessionJefferson National's COO presents a tax deferral twist on Markowitz's efficient frontier at NAPFA Salt Lake.
May 19, 2011
Top 7 Cities for Financial Services Job Seekers: 2011The technology and energy industries help drive growth in finance, a yearly Accounting Principals study found.
May 19, 2011
GOP Demands IRS, Obama Records on Political Donor Tax EnforcementFinance Committee members cite First Amendment rights in protecting nonprofits that primarily support political organizations, and the Republican Senators also requested records of conversations and correspondence from President Obama.
May 17, 2011
Treasury's Geithner Slams Congress for Debt Ceiling MessIn remarks given at the Harvard Club in New York just one day after the Treasury hit its debt ceiling, Geithner spoke of unsustainable future fiscal deficits caused in part by the many Americans who will turn 65 in the next decade.
May 16, 2011
Wolin Says Taxes Could Rise if Politicians Cast Doubt on U.S. CreditTreasury’s Wolin cites risk of ‘double dip recession’ and higher rates on Treasury securities; taxes could rise to pay higher rates.