For Tax Identity Thieves and Phishers, Business Is Booming
According to the National Taxpayer Advocate’s 2012 annual report to Congress, ID theft is mushrooming into a far bigger problem in the tax arena than many taxpayers may suspect.
Annuities and Taxes, Pt. 2: Variable Immediate Annuity Payments
The Tax Facts Online experts explain the tax implications of receiving a payment through a variable immediate annuity.
Top 10 Tax Cheats: the Big, the Bad & the Weird
From the infamous Al Capone to our top choice (you won’t believe what job he held before his conviction), these 10 learned the lesson the hard way—and some learned it repeatedly.
Annuities and Taxes, Pt. 1: Contract Payments
The Tax Facts Online experts break down what an annuity contract is and what general rules govern the income taxation of payments received under annuity contracts.
The U.S. Tax System: How Did We Get Here? Pt. 1, the Early Years
In tax season 2013, a look back at the very beginnings of taxation in the U.S., and Americans' attitudes toward taxes.
Selected Provisions of the American Taxpayer Relief Act of 2012
The experts of Tax Facts have produced this comprehensive analysis of selected provisions of the American Taxpayer Relief Act of 2012 (the Act) to provide the most up-to-date information to our subscribers. This supplement analyzes important changes to the tax code with emphasis on how these developments impact Tax Facts’ major areas of focus: Employee Benefits, Insurance, and Investments.
Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013
For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.
Are Your Investments Tax-Efficient?
Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.
5 Wacky Tax Deduction Ideas (and Why They Might Work)
Rachel Louise Ensign helpfully rounds up some of the oddest tax deduction attempts and explains why some work and some don’t.
Many Affluent Investors Unaware of How Tax Changes Could Hurt Them
Affluent investors’ understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groups—with big differences between men and women—according to a Nationwide poll.