Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisors Differ On How Much Boomers Should Leverage Debt
By Jim ConnollyIf the use of mortgage leverage was a beautiful apple on the end of a branch, how far on that limb would financial advisors ...
July 27, 2005
AMT in the SpotlightMembers of President George Bush's tax reform panel voted unanimously to recommend abolishing the Alternative Minimum Tax (AMT) during a meeting on July 20. But Senator Connie Mack, the panel's chairman, questioned how to make up for the $1.2 trillion revenue shortfall that would be caused by an AMT repeal.
July 15, 2005
Democrat Introduces Caregiver Credit BillA senior Democrat in the U.S. House of Representatives has demonstrated the bipartisan appeal of tax credits for U.S. residents who help provide informal ...
July 13, 2005
Frist Delays Estate Ta VoteThe Senate will take up the estate tax issue when it returns from its August recess, Majority Leader Bill Frist said last week.On the ...
July 05, 2005
Tax-Loss Harvesting GrowsClient requests prompt more managers to harvest losses, MMI survey finds
July 01, 2005
Defining Behavioral Finance TermsAnchoring. The tendency of investors to become attached to a specific price as the fair value of a holding. Attachment bias. Holding onto an investment for...
July 01, 2005
Assessing the Roth 401(k)By now you've probably started to think about the new Roth 401(k), which begins on January 1, 2006. Part of the Economic Growth and Tax...
June 23, 2005
Deadline Extended for Tax Reform Panel; New GOP Social Security InitiativePresidential panel now has until September 30 for report; proposal would fund personal accounts