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25 Jan 2021, 7:10 am
Therefore, before moving forward it is important to match the family’s objectives with the available tools presented by qualified estate planning and tax advisors to find the path that works best for the family. [read post]
7 Feb 2024, 6:51 am
Hat tip to the GC at a prominent Canadian firm for pointing me to this one (and a reminder to readers that pointers and links are always welcome!) [read post]
6 Sep 2006, 5:46 am
At that point, isn't the retained advisor working for her? [read post]
3 Sep 2010, 11:13 am
"Wrong, Henry.Bob Graboyes, Senior Healthcare Advisor for the National Federation of Independent Business (NFIB), points out to me (in email) that:1) The W-2 reporting provision does kick in in 2012. [read post]
13 Nov 2017, 9:01 pm
Her wealth advisors have invested 10 million pounds in a Cayman Islands fund. [read post]
20 Apr 2010, 7:42 am
The team of advisors can develop a great exit plan that transfers ownership and minimizes taxes, but the exiting owner must identify ... [read post]
Julian Block Looks at Marriage, Divorce, Affairs, Engagements, and Cohabitation in the Shadow of Tax
17 May 2013, 5:01 am
He correctly points out that if the Supreme Court axes DOMA, same-sex couples need to visit their tax advisors sooner rather than later. [read post]
16 Jan 2014, 12:02 pm
If you find yourself in such a situation, be sure to confer with your tax advisor. [read post]
15 May 2008, 7:00 am
”Tax Code Section 171.1011 contains the requirements for calculating a taxable entity’s total revenue, the starting point for determining its taxable margin under the revised franchise tax. [read post]
9 Sep 2009, 11:50 am
There are lots of fees for advisor sold plans (periodic charges as percent of balances, loads as percent of balances or as percent of asset sales; fixed dollar maintenance fees, etc.) and even though investment options are usually just mutual funds, there are higher fees (manager fees, state fees) Tax benefits "increase the effectiveness of saving by between 6 percent and 39 percent depending on the tax bracket of the saver, the length of the savings period, and… [read post]
25 Jan 2012, 9:00 pm
(The proposal lowers it by 1.25 percentage points in the first year, and continues lowering it by the same amount each year until the tax is eliminated.) [read post]
31 Mar 2011, 4:10 am
Thanks to Keir Gumbs of Covington & Burling for pointing this letter out! [read post]
18 Apr 2011, 5:01 am
I suspect that disgust sensitivities are in high gear today, and perhaps in the weeks leading up to it, as people cranked up their tax return preparation software, or met with their tax advisors, or looked over their tax returns. [read post]
22 Apr 2024, 7:00 am
Discuss Payment Options: If you owe taxes, discuss payment options with your advisor. 5. [read post]
9 Mar 2023, 8:21 am
As already pointed out, tax credits reduce tax liability and do NOT reduce AGI. [read post]
22 Apr 2024, 3:15 am
Innovative Ways to Support Working Parents appeared first on HR Daily Advisor. [read post]
20 May 2007, 10:35 am
Ask the Advisor points out several common IRS audit traps for self-employed people. [read post]
6 Apr 2023, 6:03 am
Be sure to talk with a financial advisor and your tax professional before agreeing to terms that leave you only with assets you can’t touch until you’re much older. [read post]
25 Oct 2020, 1:14 pm
In cases with senior partners, it may also be helpful to seek assistance from other professionals, like financial advisors and accountants. [read post]
2 Jul 2014, 9:01 pm
It is tempting to put these facts together in a misleading way, as Laffer did, saying that there is a smooth curve that shows that tax revenues will rise with tax rates until a turning point is reached, at which point there will be declining revenue. [read post]
