Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Your Tax Planning Role When Clients Move to Another State
By Mike PattonYou may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
March 02, 2015
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty DozenFrom lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam or perpetrate one.
March 01, 2015
Managing Tax Risks of Real Estate Investments, Pt. 1Several forms of real estate investment have evolved, each offering some mitigation of one or more of the sector's inherent risks.
March 01, 2015
How New York Hunts Down Tax RefugeesIf you're leaving New York for lower taxes, just make sure you can prove it.
February 27, 2015
Intuit Denies Putting Profit Before TurboTax User SecurityIntuit Inc., maker of TurboTax, denied claims that it prioritized the processing of fraudulent state and federal tax refunds at the expense of customers.
February 25, 2015
How brokers are helping clients navigate PPACA tax complianceBrokers are expanding their role, yet again, to help clients navigate the uncharted waters of PPACA tax compliance.