Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 little-known annuity tax facts
By Robert Bloink, William H. ByrnesTest your knowledge: How much do you know about how these complex products are taxed?
March 28, 2016
Traditional IRA vs. Roth IRA: What’s Best?I used to think the tax savings for younger individuals were greater with the Roth, until I ran the numbers.
March 25, 2016
5 Things to Know About Business Expense DeductionsWhat should taxpayers know about handling business expenses? ThinkAdvisor's ALM sister service, Tax Facts Online, takes a deeper dive for answers.
March 24, 2016
How the PATH Act changed planning for 2016 and beyondFor the foreseeable future, clients won't have to wait until mid-December (or later) to get tax certainty in respect to QCDs.
March 24, 2016
4 Tax Questions About Health Savings AccountsWhat should taxpayers know about handling HSAs? ThinkAdvisor's ALM sister service, Tax Facts Online, takes a deeper dive.
March 24, 2016
15 most overlooked tax deductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 24, 2016
15 most overlooked tax deductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.
March 24, 2016
Credit Suisse pays Thiam $4.7 million in 2015 after pay cutThiam got a bonus of 2.9 million francs ($2.9 million), a base salary of 1.6 million francs, plus 130,000 francs in benefits.