March 22, 2012

Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update

A monthlong calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.

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It’s tax season, and even for advisors who are not themselves tax preparers, it’s a very busy time of the year. For the second year in a row, AdvisorOne is here to help. We’re picking the brains of some of the top minds in tax planning to provide you with a separate article of tax planning advice for each business day of the month of March in our Special Report, 22 Days of Tax Planning Advice for 2012, beginning March 1.

(And remember, the deadline for filing income tax returns this year is Tuesday, April 17, since April 15 is a Sunday and because Emancipation Day, a holiday in the District of Columbia, is observed this year on Monday, April 16.)

We’ll be busy reporting and writing throughout the month, interviewing tax experts like Bernie Kiely and Marty Shenkman, and seeking the counsel of expert AdvisorOne contributors like Dan Skiles and advisor Mike Patton, to remind you of the steps you should be taking—and those you should be avoiding—to help your clients and your own businesses.

We’ll continue to keep a watch this month and beyond on the latest developments from your legislators and regulators that could affect your tax planning for the 2011 tax year, for guidance this year and in planning for future years, and deliver the latest updates from the IRS and tax court rulings. We’ve also partnered with Tax Facts Online, a publication of a sister company of ours at Summit Business Media, to present more in-depth content on tax topics in investing, employee benefits and insurance and retirement planning vehicles.

Below is our 22 Days calendar for the first seven business days of the month. Check back during the month for updates to our calendar, and look for a daily tax planning tip on AdvisorOne’s Daily Wire newsletter.

Week One

Thursday, March 1 
2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice
By Dan Skiles of Shareholders Service Group

Friday, March 2
22 Days of Tax Planning Advice: What I Do During Tax Season in My Practice 
By advisor Mike Patton of Integrity Wealth

 

Week Two

Monday, March 5
IRS’ 12 Top Tax Changes for the 2011 Tax Year 
By Marlene Y. Satter of AdvisorOne

22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 2: Tax Aware Investing 
By advisor Mike Patton of Integrity Wealth Management

Tuesday, March 6
Investing and Taxes: Tax Treatment of Options
By Tax Facts Online

Concerned about estate planning in light of the possible termination of the Bush-era tax cuts? Join AdvisorOne sister publication Tax Facts Online on March 7 at 2:00 PM EST for a free case-study webinar on “Estate Planning with Exemption Uncertainty.”

Wednesday, March 7
Two Big Tax Mistakes to Avoid: Tax Expert Martin Shenkman
By Marlene Y. Satter of AdvisorOne

Thursday, March 8
Top Tips for Women at Tax Time on International Women’s Day
By Joyce Hanson of AdvisorOne

Friday, March 9
14 Big Changes for Tax Years 2011-13: Tax Expert Bernie Kiely
By Marlene Y. Satter of AdvisorOne

(continued)

Week Three

Monday, March 12
IRS’ 5 Tax Tips for Newlyweds, Divorcees
By Marlene Y. Satter of AdvisorOne

Tuesday, March 13
What I Do in My Practice, Pt. 3: How I Work, and Don't, With Other Advisors
By advisor Mike Patton of Integrity Wealth

Wednesday, March 14
Investing and Taxes: Treatment of Limited Partnerships
By Tax Facts Online

Thursday, March 15
The IRA Charitable Donation: It’s Just a Tax Deduction in 2012
By Robert Bloink and William Byrnes

Friday, March 16
Attorney John Scroggin on Estate Planning and Tax Steps to Take in an Uncertain Year 
By Michael S. Fischer of AdvisorOne 

(continued)

Week Four

Monday, March 19
Protecting Your Clients: The IRS’s 2012 ‘Dirty Dozen’ Tax Scams
By Marlene Y. Satter of AdvisorOne

Tuesday, March 20
22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 4:
Some Reminders on Tax Filing Status 
By advisor Mike Patton of Integrity Wealth

Wednesday, March 21
Employee Benefits and Taxes: Pt. 1
Tax Treatment of Section 83 Deferred Comp Distributions
By Tax Facts Online

Thursday, March 22
Employee Benefits and Taxes: Pt. 2
Tax Treatment of Lump Sum Qualified Plan Distributions
By Tax Facts Online

Friday, March 23
Tax Planning and Charitable Giving in 2012
By Michael S. Fischer of AdvisorOne

(continued)

Monday, March 26
Top 5 Tax Audit Triggers to Avoid
By Marlene Y. Satter of AdvisorOne

Tuesday, March 27
22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 5:
Taxes and Home Buying 
By advisor Mike Patton of Integrity Wealth

Wednesday, March 28
Tax Planning and Insurance Vehicles, Pt. 1:
Tax Treatment of LTC Insurance Benefits
By Tax Facts Online
To sign up for a free Tax Facts Online product demonstration webinar on March 28 at 2 PM EST, please click here.

Thursday, March 29
Tax Planning and Insurance Vehicles, Pt. 2:
Life Insurance Proceeds and Estate Taxes 
By Tax Facts Online

Friday, March 30
Andy Friedman
How to Transfer $10 Million in Wealth Without Taxes
By Gil Weinreich of AdvisorOne

See AdvisorOne’s Special Report, 22 Days of Tax Planning Advice for 2012, throughout the month of March.

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