Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Americans really think about tax planning
By Lynette GilMake sure to read this article while sitting down: Some of these responses are not for the faint of heart.
March 31, 2016
A Milestone for Same-Sex Couples: Filing State Taxes as MarriedIn the first tax season since the Supreme Court decision, couples may need professional advice on filing as married or even whether to marry.
March 30, 2016
Ryan Ellis: Why Your Taxes Keep Going Up ... and Up ...The "high priest of Republican tax cutting" talks to ThinkAdvisor about bracket creep, tax-efficient investments and the surprises taxpayers are facing this year.
March 29, 2016
10 Critical Tax Issues for 2016Bankrate lists some items for taxpayers to watch out for this tax season and next.
March 29, 2016
To Minimize Clients’ Tax Exposure, Focus on These 10 Key AreasTax planning shouldnt take place only during tax season. Here are 10 areas to focus on to help minimize clients tax exposure all year.
March 29, 2016
5 types of tax procrastinators (and a few things you should know)There's always a massive bout of procrastination across the U.S. in the weeks leading up to Tax Day, which is April 18 this year.
March 29, 2016
5 types of tax procrastinators (and a few things you should know)There's always a massive bout of procrastination across the U.S. in the weeks leading up to Tax Day, which is April 18 this year.
March 29, 2016
12 little-known annuity tax factsTest your knowledge: How much do you know about how these complex products are taxed?