Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
8 tax & investing tips for advisors’ wealthy clients
By Dan BermanKimberly Foss of Empyrion offers ways to cut the amount owed Uncle Sam and build up the portfolio.
March 24, 2015
Little-Known Tax Provision That Every Estate Planner Should KnowThe 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
March 24, 2015
Tax Advice From David Foster WallaceDont think of tax preparers as bland pencil pushers, the late novelist argued, writing that theyre cowboys of information.
March 23, 2015
Removing the Roth IRA Contribution Limit With 401(k) DollarsBack-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).
March 20, 2015
50 Ways for States to Tax ResidentsWhich states have the lightest tax burden? The answer isn't as straightforward as it seems.
March 20, 2015
PPACA 1095-A tax pain index risesTurboTax users may be worrying about the form less than H&R Block customers are.
March 20, 2015
PPACA 1095-A tax pain index risesTurboTax users may be worrying about the form less than H&R Block customers are.
March 20, 2015
CFPB’s Independent Funding Nixed in Senate Budget PlanGOP senator calls CFPB a rogue agency, but consumer groups say independent funding shields it from Wall Street pressure.