Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Obama cites elder care in tax break proposal
By Allison BellObama would also raise the capital gains tax and change the basis rules.
January 15, 2015
IRS updates short-term disability tax filing proceduresEmployers will have to use IRS Form 8922 to report total payments, rather than W-2 or W-3 forms.
January 14, 2015
Got a Tax Question for the IRS? You’re in for a Long WaitThanks to budget cuts, the IRS is likely to leave more than half of calls unanswered this year, according to the agency's taxpayer advocate.
January 13, 2015
Saving taxes? Is that really ever the right objective?A key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
Saving taxes? Is that really ever the right objective?A key financial objective for clients should be to find the most cost-effective and tax-efficient way to pay for expenses.
January 13, 2015
4 non-traditional voluntary trends to watch in 2015With traditional voluntary benefits becoming almost a standard inclusion in the employee benefits package, non-traditional voluntary benefits are the new trend.
January 13, 2015
4 non-traditional voluntary trends to watch in 2015With traditional voluntary benefits becoming almost a standard inclusion in the employee benefits package, non-traditional voluntary benefits are the new trend.
January 13, 2015
The $500 divorce: Kotlikoff's new service offers financial balancing actA new, cheap divorce settlement service can be a valuable back office for advisors, and a way to better serve your client base.