Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 01, 2006
Filing a Gift Tax ReturnGenerally, a gift tax return must be filed on Form 709 if any of the following apply to your clients. They: - Gave gifts to at...
December 01, 2006
Young SpendthriftsYoung people are not saving for their future. Drs. Christopher Thornberg and Jon Haveman of Beacon Economics, based in Los Angeles, released a study in...
December 01, 2006
Gifts That Keep GivingIt's that time of year again. Not only is Santa Claus coming to town, but the kids and grandchildren as well. In the spirit of...
November 08, 2006
Managed Care Company To Take Bigger ChargeUnitedHealth Group Inc. says the cost of correcting accounting for past stock compensation programs may be much higher than it originally had predicted.UnitedHealth, Minnetonka, Minn., ...
November 01, 2006
300 Million, and ChangingThe Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the...
November 01, 2006
Know Your OptionsWhile things have been pretty quiet since the tech boom of the 1990s, stock options are in the news again. Today, ongoing investigations related to...
November 01, 2006
Keeping Uncle Sam at BayWhile mainstream and casual investors alike remain largely oblivious to the negative impact taxes can inflict on the performance of an investment portfolio, savvy advisors...