Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
September 29, 2008
IRS Eyes Effects Of Nationalization On Tax LossesThe IRS says it and the Treasury Department will write regulations covering the effect of government takeovers of companies on tax losses.The new regulations will ...
September 25, 2008
Give the gift of tax liabilityClients who own concentrated stock and are wary of diversification may be more open to giving their assets to loved ones or charities, according to...
September 11, 2008
Conservative contradictions in an electionMy supply side world is crumbling. A post by Harvard professor Jeff Frankel is getting quite a bit of play in the blogosphere. Frankel points...
September 07, 2008
IRS Postpones Tax Filings for Louisiana Victims of Hurricane GustavIn the middle of a notably busy hurricane season that seems to spawn new storms daily, the Internal Revenue Service announced Sep. 3 that it was postponing until Jan. 5, 2009, the deadlines for individuals and corporations to file tax returns and pay estimated taxes for residents of 36 Louisiana...
September 07, 2008
Financial, Tax, Estate And LTC Planning Need To Be IntegratedOver the past 30 years, medical and pharmaceutical advancements have increased boomers' longevity by decades--far beyond that of their parents. In addition, many boomers married ...
September 07, 2008
Financial, Tax, Estate And LTC Planning Need To Be IntegratedOver the past 30 years, medical and pharmaceutical advancements have increased boomers' longevity by decades--far beyond that of their parents. In addition, many boomers married ...
September 01, 2008
Public Risk: TaxesDiscussions of consumer spending tend to focus on post-tax dollars. This can be misleading because taxes are likely to be the bigger and faster growing...
September 01, 2008
Under-Cookin' the BooksLike many advisors, one of my clients kept his financial records in what I call "the glorified checkbook" system: he wrote down the money that...
August 29, 2008
SEC Floats Global Accounting StandardThe Securities and Exchange Commission voted August 27 to publish for public comment a proposed Roadmap that could lead to the use of International Financial Reporting Standards (IFRS) by U.S. public companies beginning in 2014.
August 22, 2008
DOL Proposes 401(k) Advice RulesThe U.S. Department of Labor (DOL) announced August 20 two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible...