Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to eliminate the "double tax" at death
By Russell E. Towers, J.D., CLU, ChFCBy naming a non-profit charitable organization as the beneficiary of the IRA, the double tax on the IRA can be reduced to $0. Here's how.
March 12, 2015
On the Third Hand: A tax preparerMaybe this episode of the PPACA story won't be all that exciting.
March 12, 2015
On the Third Hand: A tax preparerMaybe this episode of the PPACA story won't be all that exciting.
March 12, 2015
Rubio-Lee Tax Plan Gets Thumbs Up From Tax FoundationWhile a New York Times editorial dubbed the plan the Puppies and Rainbows Tax Plan, the foundation says it would boost long-term growth dramatically.
March 12, 2015
11 tips to avoid joining the $2 trillion in consumer debtApril is National Financial Literacy Month, an effort to highlight the importance of financial literacy.
March 11, 2015
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAsSEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
March 11, 2015
2015 tax cheat sheet for advisors and their clientsThe tax items for tax year 2015 of greatest interest to most taxpayers include these dollar amounts.
March 11, 2015
2015 tax cheat sheet for advisors and their clientsThe tax items for tax year 2015 of greatest interest to most taxpayers include these dollar amounts.