5 questions about health care reporting this tax season
As your clients work to fulfill their 2016 reporting obligations by the March 31 deadline, they likely have many questions about what, how, and even if they still have to file for the 2016 ACA reporting year.
AARP says GOP plan burdens older, lower-income Americans
About 3.2 million people ages 50 to 64 now use Affordable Care Act premium tax credits.
How to gauge the income tax consequences of an annuity transaction
Each of these 15 common annuity transactions has a different income tax implication.
I saw Trump's tax returns. You should, too.
As someone who saw Trump’s federal tax returns about a decade ago, I think there probably are some things to be learned from them.
2017 HSA limits released
The IRS has released the details on 2017 HSA limits.
4 reasons why your clients need IUL
Clients who don’t realize life insurance can be leveraged for tax diversification in a retirement plan may suffer.
Those tax 'loopholes' were created for a reason
We have an intuitive sense that avoiding taxes, or arranging your affairs so as to pay as little tax as possible, is morally wrong, in the same way as evading taxes. This intuition is off.
Second PPACA tax season rumbles to a close
The level of individual taxpayer PPACA misery may have peaked earlier in the spring.
Tax Day 2016 by the numbers [infographic]
Here's a look at what the contemporary U.S. taxpayer faces each April, highlighting the most interesting statistics related to how we prepare, pay and process taxes.
Reaping the tax benefits of annuities
Help your clients avoid the pain of tax season by exploring tax-deferred annuities.