On the Third Hand: A tax preparer
By Allison BellMaybe this episode of the PPACA story won't be all that exciting.
March 12, 2015
$112 billion in life insurance policy lapses by seniors – shame on all of us!If all life policies were to be included, the number of policies that were lapsed by seniors over age 65 exceeds 1.1 million with a face value of $112 billion.
March 12, 2015
Fiduciary v. Suitability at Supreme Court, DOLObamas decision to push for a fiduciary standard for retirement advisors while the issue is before the Supreme Court gives proponents a potentially game-changing boost.
March 11, 2015
Deconstructing One Broker’s Take on a Fiduciary StandardA broker responds to my March column for investment Advisor on the fiduciary standard and makes some good points. And some not-so-good points.
March 11, 2015
Tax Planning: How Your Clients Can Deduct Your FeesA look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
March 10, 2015
2015 Tax Cheat Sheet for Advisors and Their ClientsFor tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
March 10, 2015
The Beach Condo Rental Tax Write-Off? Not So FastEven assuming its a rental property for part of the year, the condo tax break option doesnt mean it will work out.
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