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Schwab Charitable Leverages Roth Trend
June 17, 2010Schwab Charitable is hopping on the Roth IRA conversion bandwagon, urging wealthy investors to take advantage of lifted income caps to lower their subsequent tax exposure through charitable donations.
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Healthcare Reform Presents A Tax-Planning Opportunity
June 1, 2010Advisors with wealthy clients have some time to prepare their plans for this forthcoming tax hit-neither tax kicks in until 2013. Before that happens, advisors should consider a couple of tax-planning strategies that would minimize their clients' exposure.
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Healthcare Reform Presents a Tax-Planning Opportunity
May 4, 2010With Medicare tax on the way, municipal bonds and Roth IRAs could prove key tools in wealthy clients’ tax-planning strategies.
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Charitable Giving On The Mend
April 19, 2010Sarah Libbey, president of the Fidelity Gift Fund, discusses Roth Conversions and the comeback of giving.
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After Years of Tax Breaks, Some Wealthy Willing to Pay Their Share
April 13, 2010A recent study indicates that taxes on the rich have declined significantly while remaining the same on the middle class. Oddly, not all wealthy people are happy about this development.
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Getting Real about Capital Gains
April 6, 2010Chances are that some kind of estate tax will be enacted retroactively for this year, but just in case it isn’t, there’s something advisors may be overlooking.
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Tales of the Tax Return
April 1, 2010Imagine how grateful my new prospects were when I saved them over $100,000 in federal income taxes. For a couple in their late thirties, each spouse earning $70,000, a capital gain of $500,000 stuck out like a sore thumb on their tax return.
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Fidelity Helps RIAs and Broker-Dealers with New Cost-Basis Reporting Rules
March 26, 2010Internal Revenue Service requirements could prove challenging to advisors and end clients.
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IRS Warns of “Dirty Dozen” Tax Scams
March 17, 2010The Internal Revenue Service has issued its annual list of common tax scams to avoid, with tax preparer fraud and phishing schemes topping the list.
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ACLI Slams Obama’s Plan to Tax Annuity Income
February 26, 2010Whitehouse plans to tax the “non-earned” income of high earners to pay for Medicare could hurt annuity sales, claims a lobbyist for the insurance industry.
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Senator Proposes Alternative Bill to Tax Bonuses
February 16, 2010Sen. Sherrod Brown has introduced a bill that would tax more Wall Street bonuses than similar legislation introduced a week ago.
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Tightening Screws on Tax Refund Anticipation Loans
January 12, 2010Tax-time loans, already an embattled product, now face even more regulatory scrutiny — and not just from the traditional banking agencies.
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CUSO Launches ActivePassive Portfolios
January 8, 2010Advisors can select from 14 different investment approaches designed to satisfy their clients’ various risk tolerance levels and tax situations.
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Despite Hard Times, Americans Keep on Giving
December 29, 2009Despite the weak economy and tight household budgets, 80% of survey respondents say their charitable donations in 2009 will be the same or more than what they gave away last year.
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