Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Helping Your Working Clients Increase Their Take-Home Pay
By Mike PattonHere's a simple way to show clients how you add value: increasing their net pay.
March 30, 2015
5 essentials for a minimal state-based PPACA exchangeRegulators hear about options for shielding subsidy users from King vs. Burwell shrapnel.
March 30, 2015
5 essentials for a minimal state-based PPACA exchangeRegulators hear about options for shielding subsidy users from King vs. Burwell shrapnel.
March 30, 2015
The 10 most tax-friendly states for wealthy clients in 2015For affluent clients, where you live has a big impact on how much you pay in taxes.
March 30, 2015
The 10 most tax-friendly states for wealthy clients in 2015For affluent clients, where you live has a big impact on how much you pay in taxes.
March 30, 2015
Understanding Bond Swaps and Their Tax BenefitsIn a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
March 25, 2015
Tax-Deferred Retirement Saving, Without a 401(k)The single most powerful feature of an annuity is not guaranteed income, says Mitch Caplan, CEO of Jefferson National.
March 25, 2015
8 tax & investing tips for advisors’ wealthy clientsKimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.