Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Finance Allows Public Comments on Tax Reform
By Melanie WaddellInterested parties have until April 15 to email their recommendations to the five bipartisan tax working groups.
March 11, 2015
This is what happens when you just don’t file your taxesThe government usually catches up with non-filers...eventually.
March 10, 2015
How to Handle the NIIT for Trusts and EstatesThe impact of NIIT on trusts and estates cannot be understated. The overall tax consequences of this surtax on trusts is likely to be even more profound than on estates.
March 10, 2015
2015 Tax Cheat Sheet for Advisors and Their ClientsFor tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
March 10, 2015
The Beach Condo Rental Tax Write-Off? Not So FastEven assuming its a rental property for part of the year, the condo tax break option doesnt mean it will work out.
March 09, 2015
4 Key Questions About Roth IRAs and TaxesTax Facts experts dive into Roth IRAs to explain the tax regulations involving this popular investment vehicle.
March 09, 2015
The secret tax lives of the rich and famousFinancial advisors of the famous are seeing stars, literally, since when they hit it big, many dont know what to do with all the money.
March 09, 2015
The secret tax lives of the rich and famousFinancial advisors of the famous are seeing stars, literally, since when they hit it big, many dont know what to do with all the money.