Job Creation Act

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  Cash Flow Change Generates Tax Deduction

  By Andrew Rice, Money Management Services  |  January 18, 2011

  A bit of charity, plus cash flow management in an IRA can boost tax benefit.

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  New Tax Law Offers Unprecedented Planning Opportunities

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  January 18, 2011

  Wealth managers can help clients take advantage of this short, but clear, tax-planning window.

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  Top 10 Tax Benefits for Small Businesses

  By Kathleen McBride, AdvisorOne  |  January 13, 2011

  The SBA has detailed the updates on tax benefits for owners of small businesses.

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  Charitable IRA Rollovers Offer Benefits to Donors and Charities

  By Michael S. Fischer  |  January 10, 2011

  Affluent seniors with bulging IRA portfolios have an opportunity to make substantial contributions to charitable causes in 2011, thanks to an extension of the IRA charitable rollover.

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  Estate Tax and Gift Plans Can Greatly Reduce Tax on Wealth Transfers

  By Kathleen McBride, AdvisorOne  |  January 10, 2011

  Strategies for transfer take advantage of the two-year tax window and a long-term plan.

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  Tax Alert: IRA Direct Contributions to Charities for 2010

  By Kathleen McBride, AdvisorOne  |  January 7, 2011

  IRS nixes IRA charitable contribution benefit for those who’d taken 2010 required minimum distributions.

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  Payroll Tax Windfall Will Be Spent: RBC Consumer Outlook Index

  By Kathleen McBride, AdvisorOne  |  January 6, 2011

  Consumer confidence ‘hovers’ close to ‘post-recession peak,’ and 74% of consumers say they'll spend some of their payroll tax cut.

• New Year Will Likely Include New Tax Scheme

  By Melanie Waddell, AdvisorOne  |  January 1, 2011

  At press time in mid-December, all odds were in favor of both the House and Senate passing the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010.

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  Outlook 2011, Tax Planning: Big Changes From Tax Bill; Extended Deadlines

  By Kathleen McBride, AdvisorOne  |  December 29, 2010

  IRS offers advisors many reasons to connect with clients as tax planning gets underway for 2011.

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  Year-End Tax Strategies Advisors Can Still Recommend to Clients

  By Kathleen McBride, AdvisorOne  |  December 29, 2010

  Steps to take as 2010 ends to maximize client deductions, limit taxes paid.