Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How brokers are helping clients navigate PPACA tax compliance
By Alan GoforthBrokers are expanding their role, yet again, to help clients navigate the uncharted waters of PPACA tax compliance.
February 20, 2015
What you need to know about how Social Security is taxedTrue or false? The government applies a means test that focuses the highest tax rates in the entire system on middle class income.
February 19, 2015
Spain Could Follow Greece Down Anti-Austerity TrailAs Greece dukes it out with the E.U. over ending the bailout and its attendant austerity measures, Spain is no doubt watching very carefully.
February 17, 2015
Fee proposal in Obama administration's 2016 budget: a bad ideaThe budget proposal will only drive up the cost of doing business. And that added cost will be passed onto consumers.
February 17, 2015
Why I’m Excited About My Newest Tech PurchaseWith an eMoney subscription, Ill be able to exchange data between my custodian and Morningstar Advisor Workstation and, I hope, seamlessly update clients' financial plans.
February 16, 2015
6 Big Hack Attacks Targeting Financial Data: 2015More than 500 million financial records were stolen last year, according to the FBI.
February 13, 2015
House Passes Bill to Make Some Small-Biz Tax Breaks PermanentLegislation would allow small businesses to deduct up to $500,000 in office equipment.
February 12, 2015
Senate Finance Passes 17 Tax BillsChanges to REITs, enrolled agents and small insurance companies are included in the package.