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March 22, 2012 at 11:23 PM
It’s tax season, and even for advisors who are not themselves tax preparers, it’s a very busy time of the year. For the second year in a row, AdvisorOne is here to help. We’re picking the brains of some of the top minds in tax planning to provide you with a separate article of tax planning advice for each business day of the month of March in our Special Report, 22 Days of Tax Planning Advice for 2012, beginning March 1.
(And remember, the deadline for filing income tax returns this year is Tuesday, April 17, since April 15 is a Sunday and because Emancipation Day, a holiday in the District of Columbia, is observed this year on Monday, April 16.)
We’ll be busy reporting and writing throughout the month, interviewing tax experts like Bernie Kiely and Marty Shenkman, and seeking the counsel of expert AdvisorOne contributors like Dan Skiles and advisor Mike Patton, to remind you of the steps you should be taking—and those you should be avoiding—to help your clients and your own businesses.
We’ll continue to keep a watch this month and beyond on the latest developments from your legislators and regulators that could affect your tax planning for the 2011 tax year, for guidance this year and in planning for future years, and deliver the latest updates from the IRS and tax court rulings. We’ve also partnered with Tax Facts Online, a publication of a sister company of ours at Summit Business Media, to present more in-depth content on tax topics in investing, employee benefits and insurance and retirement planning vehicles.
Below is our 22 Days calendar for the first seven business days of the month. Check back during the month for updates to our calendar, and look for a daily tax planning tip on AdvisorOne’s Daily Wire newsletter.
Week One
Thursday, March 1
2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice
By Dan Skiles of Shareholders Service Group
Friday, March 2
22 Days of Tax Planning Advice: What I Do During Tax Season in My Practice
By advisor Mike Patton of Integrity Wealth
Week Two
Monday, March 5
IRS’ 12 Top Tax Changes for the 2011 Tax Year
By Marlene Y. Satter of AdvisorOne
22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 2: Tax Aware Investing
By advisor Mike Patton of Integrity Wealth Management
Tuesday, March 6
Investing and Taxes: Tax Treatment of Options
By Tax Facts Online
Concerned about estate planning in light of the possible termination of the Bush-era tax cuts? Join AdvisorOne sister publication Tax Facts Online on March 7 at 2:00 PM EST for a free case-study webinar on “Estate Planning with Exemption Uncertainty.”
Wednesday, March 7
Two Big Tax Mistakes to Avoid: Tax Expert Martin Shenkman
By Marlene Y. Satter of AdvisorOne
Thursday, March 8
Top Tips for Women at Tax Time on International Women’s Day
By Joyce Hanson of AdvisorOne
Friday, March 9
14 Big Changes for Tax Years 2011-13: Tax Expert Bernie Kiely
By Marlene Y. Satter of AdvisorOne
(continued)
Week Three
Monday, March 12
IRS’ 5 Tax Tips for Newlyweds, Divorcees
By Marlene Y. Satter of AdvisorOne
