Tax

Morgan Stanley Executive Urges Congress: Tax The Rich

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by ScottMartin     December 06, 2011      0.0 (0) The debate over whether Washington should raise cash by raising tax rates on the richest Americans has reached the wirehouses as the chief financial officer of Morgan Stanley appears to be arguing against the firm's wealthy clients.

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With Tax Law Changes So Uncertain, How Should Advisors Approach Year-End Tax Planning?

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by SherylCPA     December 03, 2011      0.0 (0) With the time for year-end tax planning upon us, advisors should step back, get some perspective, and ask themselves. With so much uncertainty about how tax laws might change in the months ahead, how do I make wise tax planning decisions for clients? 

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Non-Spousal Beneficiary Allowed To Roll Over Distributed Funds To Inherited IRA

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by robertkeebler     November 10, 2011      0.0 (0) In PLR 201139011, a non-spousal beneficiary was allowed to transfer her inherited qualified plan to an inherited IRA under IRC Sec. 402(c)(11) despite the fact that a lump sum distribution had been taken from the plan. Generally, once a non-spouse beneficiary takes a distribution from an inherited plan or IRA, it cannot be placed ba

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2011 Year-End Tax Planning Ideas That Advisors Can Use With Clients

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by robertkeebler     October 28, 2011      0.0 (0)   In particular, when the markets are down, there are several tax planning strategies that can be utilized which, when designed and executed properly, can create and/or shift a considerable amount of wealth in the future.   I spoke about these and other year-end tax planning techniques at today's session of the Financial

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Answers To Tax-Efficient Investing Questions From Advisors

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by robertkeebler     October 19, 2011      0.0 (0)   This blog entry answers questions raised by advisors in the recent Introduction to Tax-Efficient Investing webinar. Advisors4Advisors members can see a free on-demand replay of the webinar, which is the first of a four-part series. The other three sessions can be viewed on demand for $20 each for A4A members and $30 each for non

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