ETFs Lessen IRS’ Sting at Tax Time
At tax time, one of the reasons to love ETFs becomes crystal clear: tax efficiency, says Schwab's Michael Iachini.
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 Million
Financial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.
Tax Planning and Insurance, Pt. 2: Estate Taxes and Life Insurance
Asked and answered by Tax Facts Online: When can a beneficiary of life insurance proceeds be held liable for payment of federal estate tax falling on the insured’s estate?
Tax Planning and Insurance, Pt. 1: Tax Treatment of LTC Benefits
From Tax Facts Online, a warning to stay aware of the limit on the amount of qualified long-term care benefits that may be excluded from income.
What I Do in My Practice, Pt. 5: Taxes and Home Buying
Yes, it’s a good time to buy, considering the prices available in much of the country. But don’t forget the tax issues when buying a rental home.
Top 5 Tax Audit Triggers to Avoid
A few easy steps can help keep the IRS from digging too deeply into your clients’ tax returns.
Tax Planning Tips to Maximize Charitable Giving’s Impact
After 25 years in practice, Susan Colpitts feels it’s too early to have any idea what the tax environment might be like in 2013, and offers some advice to protect clients.
Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update
AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.
Employee Benefits and Taxes, Pt. 2: Tax Treatment of Lump Sum Distributions
From Tax Facts Online, a look at special tax treatments for lump sum distributions from a qualified plan.
Employee Benefits and Taxes, Pt. 1: Tax Treatment of Section 83 Deferred Comp
From Tax Facts Online, a look at tax consequences to both employees and employers on Section 83 funded deferred compensation agreements.