Tax Planning - FA Magazine

Tax Planning

What Experts Are Doing With Their Own Roth IRAs

Wednesday, 18 August 2010
Is it finally time to convert a traditional individual retirement account to a Roth? And if so, how should you do it?

1031 Exchanges Require Extra Caution

Thursday, 12 August 2010
A tax strategy that allows real estate investors to roll over capital gains from the sale of a property to a new one needs to be used with more caution these days.

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Tougher Tax Law For Overseas Assets

Tuesday, 10 August 2010
A new U.S. law that is part of a crackdown on tax havens means that wealthy clients will be hit with stricter filing requirements next tax season.

When Trusts Meet Retirement Accounts

Thursday, 05 August 2010
Many clients want to control how quickly their children can draw down the retirement accounts they inherit, but setting up trusts can sometimes be a complicated and risky process.

No Lazy Summer Days For The Market This Year

By R. Samuel Fraundorf - Thursday, 05 August 2010
Deflation is possible, and increased taxes are on the way for the highest earners, says the president of Wilmington Trust Investment Management.

Former Vikings Owner Embroiled In Tax Case

Thursday, 29 July 2010
Another shoe may be dropping on a troubled strategy used by scores of executives to avoid big capital gains taxes.

Your Taxes In 2011

Tuesday, 27 July 2010
How might your taxes change if the Bush tax cuts expire? This tax calculator may give you a quick idea.

Tempest Over Requiring Risky Tax Disclosure

Friday, 09 July 2010
A plan to make companies big and small disclose any risky tax positions is getting a very bad reaction from tax advisors.

IRS Offshore Account Probe Widens

Thursday, 08 July 2010
The crackdown on offshore tax evasion has officially moved beyond UBS AG, and Switzerland.

Roth IRA Conversions And College Planning

By Troy Onink and Bernard Whalen - Tuesday, 06 July 2010
Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.

Supreme Court Fans Flames On Tax Patents

Thursday, 01 July 2010
A Supreme Court ruling has stepped up a controversy between those who want to patent tax strategies and those who want them banned.

Taxable Gifts Get New Look From Wealthy

Thursday, 01 July 2010
With the estate tax expected to roar back in 2011, the practice of making big taxable gifts is gaining appeal right now.

Taxes Make Deferred Comp Decision Difficult

Wednesday, 30 June 2010
Financial advisors and their executive clients have had some difficult guesswork to do this year in deciding how much of their 2010 year-end bonuses to tax-defer, and for how long to do it.

Donations Can Help Offset Roth IRA Bill

Monday, 28 June 2010
Bulking up on charitable donations is one strategy some financial advisors are recommending this year to clients facing a tax hit from moving retirement assets to Roth IRAs.

HD Vest Sees Room For Growth In Boomer Market

Friday, 04 June 2010
H.D. Vest Financial continues to add hundreds of new advisors each year and sees plenty of room for growth as a business linked to that of tax and accounting specialists, thanks to boomers.

Tax Savings Expand For Some Stock Options

Thursday, 03 June 2010
Incentive stock options will soon become more attractive for some executives because of greater tax savings they will offer. Ironically, higher tax rates next year are the key.

Frontline News

June 2010 issue
Frontline News

Coming Down The Pike

By Eric L. Reiner, June 2010 issue
Health-care reform gave birth to new income tax laws that are crying for attention.

VIX Index Used As Tax Savings Tool

Wednesday, 26 May 2010
A closely watched index of stock market volatility is starting to be used, at least experimentally, as a tool to value some assets for tax purposes.

IRS Shines Light On Faulty Tax Advice

Friday, 21 May 2010
Tax advisors who get caught doing something wrong used to have their names—but not the gory details—put in public view. Now that's changing.


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