Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Do You Think About DOL Fiduciary Rule? Take a 10-Question Poll
By Ronald PechtimaldjianHow do you feel about the fiduciary rule? 1) Its a new era of unicorns and rainbows; 2) My anger burns like a thousand suns.
April 21, 2016
Half of Americans Think They'll Lose Money to Identity Theft in Next Year: AICPA PollMost victims of investment fraud don't report it to the authorities, and many blame themselves, an AICPA survey found.
April 18, 2016
Traditional vs. Roth IRA, Pt. 3: The ConclusionI used to believe the Roth was best, especially for younger investors. After a thorough examination, I have a very different opinion.
April 15, 2016
10 critical tax issues for 2016Happy Tax Day! In the year ahead, the IRS will be looking to assist retirement savers, enforce Obamacare penalties and stem tax scams.
April 15, 2016
10 critical tax issues for 2016Happy Tax Day! In the year ahead, the IRS will be looking to assist retirement savers, enforce Obamacare penalties and stem tax scams.
April 15, 2016
Those tax 'loopholes' were created for a reasonWe 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.
April 15, 2016
Those tax 'loopholes' were created for a reasonWe 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.
April 14, 2016
Second PPACA tax season rumbles to a closeThe level of individual taxpayer PPACA misery may have peaked earlier in the spring.