Tax Planning

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  6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy Friedman

  By James J. Green, AdvisorOne  |  May 22, 2012

  The election, the Supreme Court ruling on Obama's health care law, and tax and deficit issues at year-end will keep markets volatile, attorney Andy Friedman says.

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  What Constitutes Notice? IRS Rules on Employer-Owned Life Insurance

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 21, 2012

  Employer met notice requirement to exclude life insurance proceeds, agency rules.

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  The Proper Path to Integrated Wealth Management, Pt. 2: High-End Tax Planning

  By James R. Cody, Harris myCFO  |  May 19, 2012

  High-end tax planning is much more than a tax-season event. Here's how a multidisciplinary team approach can provide tax benefits to high-net-worth clients 365 days a year.

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  London Whale Steers Clear of J.P. Morgan Asset Management

  By Joyce Hanson, AdvisorOne  |  May 14, 2012

  Trader Bruno Iksil’s losses don’t appear to have hurt the fund business at J.P. Morgan Asset Management.

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  IRS Steps Up Fight Against Identity Theft, Phishing

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 14, 2012

  As if worrying about taxes weren’t enough to handle, a troubled IRS looks to prevent and detect identity theft cases.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Will Wandry Forever Eliminate IRS Valuation Arguments?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  May 10, 2012

  Valuing minority interests in a family-owned business can present a significant challenge to owners looking to take advantage of today’s high gift tax exclusion.

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  10 Best Tax States for Small Business

  By Joyce Hanson, AdvisorOne  |  May 8, 2012

  Looking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.

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  What to Do Now to Minimize Wealth Transfer Tax

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  May 8, 2012

  Despite the uncertainty of taxes in 2013, wealth managers can take advantage of current law to help clients transfer significant wealth this year with little or no tax.

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  Buffett’s 7 Nuggets of Wisdom at Berkshire Hathaway Meeting

  By Geoff Kirbyson  |  May 7, 2012

  On gold, U.S. banks and the ‘psychotic drunk’ that is the stock market, the Oracle of Omaha has spoken.