Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
For HNWs, One Advisor May Not Be Enough
By Bernice Napach"It really takes a village to get the reporting done correctly" for some high-net-worth clients, says attorney Adrienne Penta of Brown Brothers Harriman.
April 22, 2015
Let the Robots Do Your TaxesCapital gains taxes are a far trickier beast than passive asset allocationso tricky, only a robot might be able to defeat it.
April 22, 2015
PPACA exchange users slow to file taxesA TIGTA report hints that the apparent "calm" may be the result of confusion.
April 22, 2015
PPACA exchange users slow to file taxesA TIGTA report hints that the apparent "calm" may be the result of confusion.
April 21, 2015
Taxpayer Advocate Urges IRS to Ease FATCA Rules for Americans AbroadThe IRS' Taxpayer Advocate says some Treasury and IRS reporting requirements should be merged for Americans living overseas with legitimate local bank accounts.
April 18, 2015
Raymond James Kicks Off National Indie EventThe Las Vegas-based conference is drawing nearly 1,900 independent reps and over 70 prospects.
April 17, 2015
IRS Has New Favorite People to AuditIf youre scared of an audit by the IRS, theres less to fear these days except for one group of taxpayers.
April 16, 2015
House Votes to Kill Estate TaxThe "death tax is actually hurting our economy now and putting unnecessary pressure on families and small businesses," said House Ways and Means Chairman Ryan.