Top 12 Tax Scams: IRS’ Dirty Dozen
Whether it's slick con artists or taxpayers who play fast and loose with the truth when filing returns, the IRS is watching.
What I Do in My Practice, Pt. 4: Clients’ Tax Filing Status
Some reminders on your clients’ tax filing status: Death, married filing separate, looming divorce.
4 Estate and Tax Planning Steps to Take in an Uncertain Year
Regardless of whether Congress acts on taxes by year-end, estate planning attorney John Scroggin says taxpayers shouldn't dally.
Tax Treatment of Limited Partnerships
From Tax Facts Online, details on how limited partners must report income, losses and deductions.
Split-Interest Trusts Had $121B in Assets at End of 2010: IRS Bulletin
In Filing Year 2010, nearly 119,000 Split-Interest Trust Information Returns were filed for charitable remainder trusts, charitable lead trusts and pooled income funds, according to the IRS’ Statistics of Income Bulletin: Winter 2012.
The IRA Charitable Donation: It’s Just a Tax Deduction in 2012
The tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choice–without recognizing the donation as income–expired at the end of 2011, and Congress has given no indication if it will be renewed.
What I Do in My Practice, Pt. 3: My Role With Other Advisors
Sometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax
IRS’ 5 Tax Tips for Newlyweds, Divorcees
If your client has just gotten married or divorced, the last thing you want is for something to further complicate tax returns, or throw a snag into the processing of a refund.
14 Big Changes for Tax Years 2011-13: Tax Expert Bernard Kiely
Reminders on tax code changes that have already occurred, those that may disappear this year if Congress doesn't act, and what's on tap for 2013, from advisor and tax expert Bernie Kiely.
Top Tips for Women at Tax Time
On International Women's Day, AdvisorOne offers tax tips for women from financial planner Peggy Cabaniss and CPA Barbara Kogen.