by
Karen DeMasters
Bank of America has seen a big jump in Roth conversions this year, and an expert there talks about what to consider in determining whether your clients should convert.
Longtime U.S. property owners are testing the sales market amid uncertainty over the status of the Bush-era tax cuts, setting the stage for a surge in transactions followed by a decline.
President Barack
Obama will agree to Republican demands that Bush-era tax policies
benefiting high-income Americans be extended, his top advisor said in
an interview with the Huffington Post.
The Bush tax cuts are set to expire in just
over a month, sweeping away lower rates on income taxes, dividends,
capital gains and estates. But will tax
rates really go up, and if so, when?
Americans with the highest incomes and U.S. corporations stand to be big winners as newly
elected congressional Republicans signal they will extend existing tax
benefits and push for new ones.
With another election in the books, financial advisors are breathing a sigh of relief.
by Michael Brier
Your clients may enjoy lower taxes if they move to another state, but they should be aware of the rules to avoid new tax problems.
by Andrew Gluck
If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
The Obama administration cut taxes for the Middle Class, expects
to make a profit on Wall Street bank rescue and has overseen a growing economy. Most voters don't believe it.
by
Jeff Schlegel
Greg Valliere, chief political strategist at Potomac Research Group,
dished out his best prognostication on the
upcoming elections, tax cuts and the
markets at the Schwab Impact...
by
Karen DeMasters
Many financial planners overlook complicated aspects of when
a client should begin taking Social Security, according to this advisor.
Life is going to get easier for investors-and more demanding for advisors-to report capital gains on stocks.
by Eric Reiner
Business owners, philanthropists and others can find deductions to offset increased taxes resulting from Roth conversions this year.
U.S. lawmakers are on the verge of
a long-awaited mutual-fund tax overhaul that could be a real help to
individual investors.
by Eric L. Reiner
Advisors want to know what tax rules 2011 will bring.
Democrats delayed a congressional vote on extending Bush-era tax cuts
until after the Nov. 2 elections, setting up a showdown-expected before year's end-with Republicans.
The U.S. Senate won't pass an extension of the Bush-era tax cuts before
the November 2 elections, second-ranking Democrat Dick Durbin said today.
While this year's lapse in the estate tax hogs the spotlight,
a lesser-known gap is offering many affluent older people a tax-free
way to pass on some of their wealth to grandchildren.
(Dow Jones) Many heirs may be feeling more frustrated than lucky, in what should be a very fortunate year for them tax-wise.
by Dow Jones
(Dow Jones) As speculation mounts that U.S. lawmakers will let Bush-era tax cuts on
dividends lapse, some wealth managers are considering revising clients'
portfolios to minimize the tax hit.
