5 Obscure Tax Breaks Congress Just Approved
Just in time for the holidays, the House pulled together Wednesday night to revive dozens of tax breaks. Here are some of the most noteworthy.
House Renews Tax Extenders Through End of 2014
Rep. Camp of Michigan condemned “legislating on a temporary basis” as a “terrible way to make tax policy” before the House passed the measure.
5 Ways to Give Back Beyond Giving Tuesday
The Financial Women’s Association released a list of ways consumers and leaders in the financial industry can give back now and throughout the year.
House to Vote on Tax Extender Bill by Thursday
The Tax Increase Prevention Act of 2014 will extend until year-end tax provisions that expired on Dec. 31, 2013.
In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
Cost Basis Reporting: The Gift That Keeps on Giving
Cost basis reporting continues its march to full implementation.
College Planning: Correcting the Great 529 Plan Mistake, Penalty-Free
Helping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.
HD Vest Reps Add $94M in AUM Thanks to Tax Talks, Tools
An enhanced software program helps reps process more client information so they can grow their practices.
Help Your Clients Avoid Paying Taxes They Don’t Really Owe
The IRS won't tell you your clients are overpaying since the law assigns the burden of cost-basis reporting to the individual taxpayer.
In Search of the Best Financial Planning Software: eMoney
Hoping to decide on which software to purchase by next month, I give eMoney a try.