Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 key tax deductions for the self-employed
By Dan BermanPlanning and consulting a professional are vital to reducing that tax bill for the self-employed, which include small businesses.
March 17, 2015
6 Tax Questions on Deferred Annuities You Need Answered, Pt. 1Tax Facts experts dive into deferred annuities to explain the tax regulations involving this popular investment product.
March 17, 2015
Roth IRA changes to weigh for the 2014 tax yearNewly clarified IRS rules regarding 401(k)-to-Roth IRA rollovers could have tremendous estate planning implications.
March 17, 2015
Roth IRA changes to weigh for the 2014 tax yearNewly clarified IRS rules regarding 401(k)-to-Roth IRA rollovers could have tremendous estate planning implications.
March 16, 2015
5 Key Tax Deductions for the Self-EmployedAdvance planning and consulting a professional are vital to reducing tax bills for the self-employed, including small businesses.
March 16, 2015
The Buffett Approach to TaxesTocqueville Asset Managements Sicart warns that hiding from the taxman is futile but postponing taxes, as Berkshire Hathaway does, is profitable.
March 16, 2015
How to shield investment income from the IRSInvestors should consider muni bonds, MLPs, REITs and the IRA/charitable contribution rollover, Andy Friedman writes.
March 16, 2015
How to shield investment income from the IRSInvestors should consider muni bonds, MLPs, REITs and the IRA/charitable contribution rollover, Andy Friedman writes.