In case you missed them the first time around, or would like to review them at your leisure, these are the most widely read stories on AdvisorOne.com for the month of January that focused on tax planning opportunities for advisors.
By Gavin Morrissey, Commonwealth Financial
Commonwealth’s Morrissey, who blogs regularly for AdvisorOne, wrote Jan. 18 on how wealth managers can help clients take advantage of a short, but clear, tax-planning window following December's passage of tax legislation.
By John Sullivan
AdvisorOne and Investment Advisor’s Sullivan reported Jan. 14 that the uncertainty surrounding cash balance pension plans has been "virtually eliminated," according to Towers Watson.
By Andrew Rice
Rice, vice president and CFO with Money Management Services Inc., in Birmingham, Ala. (and an AdvisorOne blogger), suggested on Jan. 18 how a bit of charity, plus cash flow management in an IRA, can boost a tax benefit.
By Michael S. Fischer
Regular AdvisorOne contributor Fischer reported Jan. 24 that the IRS plans to start processing tax returns delayed by the December tax law changes on Feb. 14.
By Kathleen McBride
AdvisorOne Wealth Editor McBride wrote Jan. 13 on how the Small Business Administration has detailed the updates on certain tax benefits for owners of small businesses.