Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 Best & Worst States for Low-Income Taxpayers
By Michael S. FischerState and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
April 10, 2015
PPACA tax misery index edges lowerWeb forums continue to post many more questions about Form 1040.
April 10, 2015
PPACA tax misery index edges lowerWeb forums continue to post many more questions about Form 1040.
April 09, 2015
Renting Your Home on Airbnb? Don't Forget Lodging TaxWhen youre short-term renting a property anywhere in the U.S., youre essentially operating as a hotel, Rob Stephens of HotSpot Tax warns.
April 09, 2015
These 6 charts show what American workers really think about the U.S. economyGood news for advisors: More than half of American workers (53 percent) expect to save or invest their tax refund this year.
April 08, 2015
These are the 10 least tax-friendly states for retireesThe states that miss the mark when it comes to providing retirees with tax incentives are all over the U.S. map.
April 08, 2015
These are the 10 least tax-friendly states for retireesThe states that miss the mark when it comes to providing retirees with tax incentives are all over the U.S. map.
April 08, 2015
Top 10 smartest states for financial literacy: 2015Citizens in these locales have a head start on planning and saving, according to Wallethub.com.