Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
December 01, 2007
Add a Break-Up QuarterbackIn previous columns, we've examined how a variety of independent advisors--from solo practices to firms with offices in several cities--use outside specialists to provide the...
December 01, 2007
Death to TaxInvestment advisors appear to have dodged a bullet as the Financial Services Institute (FSI) and individual advisors rallied lawmakers to repeal a law that would...
November 27, 2007
Finding Charitable Uses ForThe following illustrates a common tax planning scenario for high net worth clients and an insurance-based solution for satisfying their goals.Will and Sarah Wald have ...
November 27, 2007
Finding Charitable Uses ForThe following illustrates a common tax planning scenario for high net worth clients and an insurance-based solution for satisfying their goals.Will and Sarah Wald have ...
November 18, 2007
Estate Tax Repeal Battle Heats Up--AgainA Senate Finance Committee hearing brought together parties on both sides of the issue of repealing the estate tax.Some witnesses at the Nov. 14 hearing ...
November 18, 2007
Estate Tax Repeal Battle Heats Up--AgainA Senate Finance Committee hearing brought together parties on both sides of the issue of repealing the estate tax.Some witnesses at the Nov. 14 hearing ...
November 15, 2007
Witnesses Clash Over Future Of Estate TaxWarren Buffett squared off against other witnesses today at a Senate Finance Committee hearing on the estate tax.Buffett, chairman of Berkshire Hathaway Inc., Omaha, Neb., ...
November 14, 2007
With Taxes In Flux, Draft Plans FlexiblyThe gift, estate, and generation-skipping (GST) taxes are in a state of change. Some changes are already scheduled and more may be coming. It is ...
November 11, 2007
Senate Panel To Hold Hearing On Estate TaxCongress will begin determining this week whether it will deal with the politically volatile issue of the future of the estate tax in 2008 or ...
November 11, 2007
Senate Panel To Hold Hearing On Estate TaxCongress will begin determining this week whether it will deal with the politically volatile issue of the future of the estate tax in 2008 or ...