Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Planning Advice: Grantor Trust Income—Martin Shenkman
By Marlene Y. SatterA counterintuitive but valuable strategy: have the grantor pay tax on trust income.
March 02, 2011
Tax Planning Advice: Accelerating Expenses—Bernard KielyFor self-employed clients and advisors themselves, consider purchasing necessary supplies for the new tax year into the year just ending.
March 02, 2011
IRS' Top 10 Tax Facts About Early Distributions From Retirement PlansDid your clients take an early distribution from their retirement plan?
March 01, 2011
Ed Slott on IRAs, taxes and the educated advisorAs you gear up for the final push on tax season and work with your clients on their tax decisions, we thought it was a great opportunity to talk with IRA guru Ed Slott and find out the opportunities out there for advisors.
March 01, 2011
Furious at FinanceRon Paul, Republican congressman from Texas and former presidential candidate, is famous for railing against the Federal Reserve. He has pushed legislation…
March 01, 2011
Tax Reform Panel Tells Senate to Eliminate AMTThe Senate Finance Committee hears expert opinions on individual and corporate tax reform.
March 01, 2011
Tax Reform Panel Says Eliminate the AMTSenate Finance Committee hears expert opinions on individual and corporate tax reform.
March 01, 2011
Tax Planning Advice: Closely Held Business Compensation—Martin ShenkmanThe first in our series of 23 tax tips: getting compensation right in a closely held business.