Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
15 little-known life insurance tax facts
By Robert Bloink, William H. ByrnesLife insurance is a complex financial planning tool, accompanied by a number of intricate tax provisions.
March 22, 2016
Deutsche Bank: This indicator is sending warning signs for household incomesWhat tax receipts are telling these economists.
March 22, 2016
Deutsche Bank: This indicator is sending warning signs for household incomesWhat tax receipts are telling these economists.
March 22, 2016
Witnesses: PPACA small-group tax credit flopped [video]Use of an IRS estimator tool shrank to fewer than 1,000 in February, from 5,383 in March 2014.
March 22, 2016
Witnesses: PPACA small-group tax credit flopped [video]Use of an IRS estimator tool shrank to fewer than 1,000 in February, from 5,383 in March 2014.
March 22, 2016
Mutual Fund Investors Face Tax Season ‘Double Whammy’Many mutual fund investors will be paying taxes on investments in funds that had losses in 2015.
March 21, 2016
Christie wants moratorium on towns seeking hospital paymentsA change could affect costs at 62 nonprofit hospitals.
March 21, 2016
15 Most Overlooked Tax DeductionsKiplinger has rounded up several strategies you may have missed that could lessen your clients final tax bills.