| Current Taxes Articles |
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Financial Planning
February 1, 2012
Ann Marsh |
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.   |
Financial Planning
February 1, 2012
Allan Roth |
Betting On A Roth Conversion In these financially tumultuous times, Roth conversion strategies can reduce risk substantially for clients in 2012. |
Financial Planning
February 1, 2012
Deena Katz |
Giving It Away Charitable tax planning for clients may peak in the later months of the year, but it is really a year-round activity, and the first quarter is not too soon to start thinking about it. |
Financial Planning
February 1, 2012
Donald Jay Korn |
A Golden Headache Given the billions of dollars poured into gold investments over the past decade, most financial planners have clients with exposure to the metal in some form. Advisors of gold buyers, beware: To help clients avoid surprisingly steep tax bills and IRS penalties, knowledge of the tax law can be vital. |
Financial Planning
February 1, 2012
Scott Wenger |
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes. |
The Motley Fool
January 20, 2012
Morgan Housel |
3 Huge Recent Economic Developments You May Have Missed The world is crazier than you might think. It's counterintuitive, but cutting the IRS' funding can be one of the fastest ways to increase the budget deficit. |
Financial Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
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