Tax Planning for Uncertain Times: Opportunities, Flexibility, and the Long View
- 5 ways clients can 'max out' Bush tax cuts. // Tax Strategist;Aug2010, Vol. 5 Issue 8, p1
The article offers tips for maximizing tax cuts enforced by the U.S. President George Bush administration and wringing more tax savings from dividends and capital gains. It says that investors will generally have to pay additional 5% on a long-term capital gain realized in 2011 if they sell...
- The Tax Man Cometh. Barnard, Biff // Mergers & Acquisitions: The Dealermaker's Journal;Jun2010, Vol. 45 Issue 6, p44
In this article, the author discusses the effect of the forecasted capital gains tax rate increase on business purchasing in the U.S. He points out that federal capital gains tax rate is expected to increase from 15% to 20% in 2011. He notes that more financial planners and accountants start to...
- A lobbying lesson for tax cuts, from 1978. Bloomfield, Mark // Hill;7/18/2007, Vol. 14 Issue 87, p16
The article discusses tax capital gains in the U.S. During the time of President Carter in 1978, the tax capital gains have shown a dramatic tax cut from 49 to 28 percent. Today, the focus of the discussion is centered again on capital gains tax treatment for private equity, venture capital and...
- A re stock options good bu s i n e s s o p t i o n s ? Kupiec, Eva // CMA Management;May2003, Vol. 77 Issue 3, p13
Discusses the use of stock options in business. Reasons for the suspicious nature of stock options; Increase in the use of stock options in North America in the late 1990s to reward executives and employees; Use of stock option as a means to transfer wealth from shareholders to executives;...
- Tax cuts a threat to retirement plans. Anderson, Tom // Employee Benefit News;9/1/2005, Vol. 19 Issue 11, p1
Reports on the effects of tax cuts on capital gains and dividends on retirement plans in the U.S. in 2005. Details of how the tax cuts affect the growth of retirement plans; Impact of the tax cuts on high-income people; Recommendations for addressing the issue.
- Will 2011 and 2012 be your last chance for 15% long-term capital gains? Gray, Michael // Michael Gray, CPA's Tax & Business Insight;Dec2011, p14
The article advises taxpayers in the U.S. to report their capital gains before the tax cuts enacted under the presidency of George W. Bush expire by the end of 2012.
- Getting the most from employee stock options. Baldwin, William T. // Financial Planning;Nov97, Vol. 27 Issue 11, p186
Advises financial planners on exercising their clients' stock options in light of the Taxpayer Relief Act of 1997. Definition of a stock option; Similarities and differences between incentive stock options and nonqualified stock options; Importance of timing the exercise of stock options.
- New tax legislation lowers long-term capital gains rates. Rywick, Bob // Accounting Today;7/7/2003, Vol. 17 Issue 12, p18
Reports on the passage of the Jobs and Growth Tax Relief Reconciliation Act of 2003 that reduced long-term capital gains rates in the U.S. Areas where the lower rates do not apply to; Standards employed to ensure protection of client information.
- Link executive shares to performance, warn pension funds. Meilton, David // Public Finance;05/28/99, p6
Reports on criticisms against British companies which give executives gifts of shares and other handouts with no correlation to performance. Warning issued by the Local Authority Pension Fund Forum; Need for remuneration committees to review their targets; Share option schemes.