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

 

Week Two

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."

Thursday, March 8
Top Tips for Women at Tax Time on International Women's Day
By Joyce Hanson of AdvisorOne

(continued)

Week Three

Wednesday, March 14
Investing and Taxes: Treatment of Limited Partnerships
By Tax Facts Online

(continued)

Week Four

Wednesday, March 21
Employee Benefits and Taxes: Pt. 1
Tax Treatment of Section 83 Deferred Comp Distributions
By Tax Facts Online

Thursday, March 22
Employee Benefits and Taxes: Pt. 2
Tax Treatment of Lump Sum Qualified Plan Distributions
By Tax Facts Online

(continued)

Tuesday, March 27
22 Days of Tax Planning Advice: What I Do in My Practice, Pt. 5:
Taxes and Home Buying 
By advisor Mike Patton of Integrity Wealth

Wednesday, March 28
Tax Planning and Insurance Vehicles, Pt. 1:
Tax Treatment of LTC Insurance Benefits
By Tax Facts Online
To sign up for a free Tax Facts Online product demonstration webinar on March 28 at 2 PM EST, please click here.

Thursday, March 29
Tax Planning and Insurance Vehicles, Pt. 2:
Life Insurance Proceeds and Estate Taxes 
By Tax Facts Online

See AdvisorOne's Special Report, 22 Days of Tax Planning Advice for 2012, throughout the month of March.

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