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Investment Income Tax Would Help Pay For Health Care

Friday, 19 March 2010
Deeper spending cuts and new taxes are being proposed by Democrats to help foot the bill for health care.

IRS Eyes Wall Street Deferred Comp

Wednesday, 03 March 2010
The U.S. Internal Revenue Service is taking a look at compensation plans that hold a lot of the big money Wall Street firms pay out to executives.

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Recession Weary Advisors Branch Out

Tuesday, 02 March 2010
Some financial advisors are becoming more open to the idea of branching out into areas that are recession proof, such as tax preparation.

Frontline News

March 2010 issue
Frontline News

Just Do It

By Eric L. Reiner, March 2010 issue
With greater uncertainty than ever surrounding the estate tax, Washington must act soon.

Passing The Tax Buck

By Ed Liptak, March 2010 issue
Pass-through entities such as LLCs are growing in popularity.

Exercising Options Ahead Of Tax Hikes

Thursday, 18 February 2010
The common wisdom on stock options is to exercise later, rather than sooner. Higher tax rates next year, though, make it smarter for some people who have been holding onto options to act now.

When the IRS Comes Auditing

By Bruce W. Fraser - Friday, 29 January 2010
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.

Swiss Ruling No Help To Foreign Account Holders

Wednesday, 27 January 2010
It may seem like a win for U.S. taxpayers, but a new Swiss court ruling in the UBS AG tax evasion case is not likely to help those who hid money in Swiss bank accounts.

Haiti Donations Eligible For '09 Tax Returns

Wednesday, 27 January 2010
People who give to charities providing earthquake relief in Haiti can claim the donations this year under recently adopted tax provisions, according to the Internal Revenue Service.

What Transaction-Tax Foes Don't Say

Monday, 18 January 2010
Estimates suggest the burden the tax would place on mutual fund investors would, while real, be smaller than other controversial fees investors have paid for years.

IRS Allows Fix On Deferred Compensation Tax

Thursday, 07 January 2010
The Internal Revenue Service has just offered a chance to fix costly errors related to deferred compensation plans.

Higher Tax Rates Ahead, So Make The Most Of 2010

Thursday, 17 December 2009
High-income folks will likely take the brunt of pain as the Bush-era tax cuts expire at the end of 2010.

Managing Social Security Benefits

By Mitchell Kauffman - Monday, 07 December 2009
A financial advisor suggests six areas to consider when helping clients decide when to take Social Security benefits.

Chasing Returns

By Marla Brill, December 2009 issue
Emerging market ETFs are big winners this year, but concerns about unsustainable values are mounting.

Same-Sex Couples Get Unequal Estate-Tax Treatment

Wednesday, 25 November 2009
Same-sex couples pay more to the government than their heterosexual counterparts under the federal estate tax.

Wealthy Clients Face New Taxes From Health-Care Overhaul

Tuesday, 24 November 2009
Wealthy taxpayers can count on helping to pay for the health-care overhaul, no matter which version of the legislation Congress adopts in the end.

Senate Eyes Medicare Tax Hike

Friday, 13 November 2009
Senate Democrats are weighing increasing Medicare payroll taxes on wealthy Americans to plug a financing gap in a health-care overhaul bill, say people familiar with discussions.

Madoff Victims May Get Tax Relief

Monday, 09 November 2009
Hedge fund and other investors left out of Madoff tax refund rules last year may get their chance to recover taxes paid on phantom profits, after all.

Estate Tax Uncertainty Complicates Plans

Monday, 02 November 2009
Uncertainty over the fate of the federal estate tax is complicating the role of financial advisors.


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Managing Retirement Income: Part III

An investment in stocks of companies that provide both high- and growing-dividend income can benefit a retirement portfolio undergoing the duress of withdrawals.

Overlooked Lending

Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.

Getting Technical

Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.

A New Plan

A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.

Managing Retirement Income: Part II

Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.

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