Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
HD Vest Improves Tax Tool for Advisors
By Janet LevauxEven advisors who don't do tax returns are using the tool to facilitate conversation with clients, HD Vest's Scott Rawlins says.
February 10, 2015
New Mexico lawmaker seeks LTCI tax creditAn analyst estimates the state has 53,500 LTCI policyholders.
February 10, 2015
New Mexico lawmaker seeks LTCI tax creditAn analyst estimates the state has 53,500 LTCI policyholders.
February 10, 2015
IRS Says Americans Renounce Citizenship in Record NumbersInternational tax lawyer Andrew Mitchel explains why, for some American-born expats, the costs of U.S. citizenship have exceeded its benefits.
February 10, 2015
Senators Move to Make Internet Tax Ban PermanentWithout the Internet Tax Freedom Act, access to information would no longer be tax-free, says Sen. Ron Wyden, a co-author.
February 09, 2015
HSBC List Shows Putin Allies, Drug Lords Used Swiss SecrecyThe private-banking unit of HSBC profited for years handling secret accounts whose holders included drug cartels, arms dealers and fugitives, says a report released Sunday.
February 06, 2015
Top 7 Income Sources in AmericaWhile wages dominate, the idea that the middle class doesn't earn substantial returns from capital is false, the Tax Foundation says.
February 06, 2015
3 Misconceptions About Asset ProtectionYou can protect clients' assets from lawsuits and creditors without hidden accounts, secret agreements or fraudulent transfers. But advance planning is critical.