Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Your Exposure to Obamacare’s Shared Responsibility Tax Penalty
By Mike PattonA reminder on the the rules and penalties under the Affordable Care Act for employers and employees who fail to maintain qualified health care coverage.
March 04, 2016
4 Things You Need to Know About the Social Security Spousal BenefitHere are the four situations in which a spouseor former spousecan collect Social Security, when, how much, and how to do it.
March 02, 2016
A Fair Way to Tax Dynastic WealthBoth Hillary Clinton and Bernie Sanders are overlooking a fairer and more productive way to tax inheritances.
March 02, 2016
IRS’s Top 12 Tax Scams for 2016: The ‘Dirty Dozen’Almost as certain as death and taxes is the perennial appearance during tax season of scammers and evaders.
March 01, 2016
Recruiting Season Is in Full SwingThere are plenty of important tax issues for us to be thinking about, but I'd rather talk about another major part of the season for us: recruiting!
March 01, 2016
How Financial Wellness Drives Better Retirement and Tax DecisionsPlan sponsors who commit to education stand to benefit in the long run, but finding the right cocktail of education and motivation is tricky.
March 01, 2016
3 Things You Need to Know About Investment Income and DeductionsAs part of ThinkAdvisors Special Report on tax planning, weve partnered with ALM sister service, Tax Facts Online, to take a deeper dive into tax issues in a convenient Q&A format.
March 01, 2016
From Clinton to Trump: Tax Plans of 6 Presidential CandidatesThe presidential candidates' tax policies vary widely. Here are the plans' long-term effects on the economy, according to the Tax Foundation.