Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 Ways Wealthy People Can Still Hide Money
By Ben StevermanGone is the heyday of Swiss bank accounts. Here are four ways to get secrecy, or lower taxes, though rarely both at the same time.
April 14, 2015
20 Social Security Tax Facts You Need to KnowA Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
April 13, 2015
7 more great accountant jokesThese seven witticisms will make your tax season a little brighter.
April 13, 2015
7 more great accountant jokesThese seven witticisms will make your tax season a little brighter.
April 13, 2015
H&R Block warns of PPACA tax filing dangerPremium subsidy recipients may not understand that they have to file tax returns.
April 13, 2015
H&R Block warns of PPACA tax filing dangerPremium subsidy recipients may not understand that they have to file tax returns.
April 13, 2015
What Americans Really Think About Taxes: PewOne surprising finding: More than a third of taxpayers say they like doing their taxes, according to Pew Research.
April 12, 2015
10 Best & Worst States for High-Income TaxpayersIncome, property and sales taxes can really add up in some states, according to the Institute on Taxation & Economic Policy and WalletHub.