6 Tax Questions on Deferred Annuities You Need Answered, Pt. 1
Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
The Buffett Approach to Taxes
Tocqueville Asset Management’s Sicart warns that hiding from the taxman is futile — but postponing taxes, as Berkshire Hathaway does, is profitable.
5 Key Tax Deductions for the Self-Employed
Advance planning and consulting a professional are vital to reducing tax bills for the self-employed, including small businesses.
How to Shield Investment Income From IRS: Andy Friedman
The political forecaster and former tax lawyer has a few tax-smart suggestions for investors.
Rubio-Lee Tax Plan Gets Thumbs Up From Tax Foundation
While a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAs
SEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
Senate Finance Allows Public Comments on Tax Reform
Interested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
These Are the 12 Top U.S. Metro Areas for HNW Prospects
Where can you expect to find the most high-net-worth prospects? In 2015, all over the U.S. map.
Top 6 Weirdest Tax Loopholes
A list of some of the strangest gaps in the U.S. tax code.
4 Key Questions About Roth IRAs and Taxes
Tax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.