Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Differentiate Services Across Segmented Client Tiers
By Michael E. KitcesYou know you should segment your client base into tiers, how exactly do you do so the right way?
December 12, 2014
The Tax Trap of Year-End Qualified Plan DistributionsFor clients eligible to take lump sum distributions from their qualified retirement plans, often-overlooked considerations must be taken into account.
December 11, 2014
Coburn Calls for ‘Fairer, Flatter’ Tax CodeBest solution would be to throw it out and start again, but in the meantime, he calls for end to preferences on municipal bonds, carried interest, cash-value life insurance and credit unions.
December 08, 2014
7 Facts About After-Tax IRA RolloversIRA expert Ed Slott cites seven important takeaways from the new IRA guidance on after-tax rollovers.
December 05, 2014
End-of-year tax planning for investorsIt's the last hurrah before the tax-man cometh. Are you ready?
December 05, 2014
End-of-year tax planning for investorsIt's the last hurrah before the tax-man cometh. Are you ready?
December 04, 2014
5 Obscure Tax Breaks Congress Just ApprovedJust in time for the holidays, the House pulled together Wednesday night to revive dozens of tax breaks. Here are some of the most noteworthy.
December 04, 2014
House Renews Tax Extenders Through End of 2014Rep. Camp of Michigan condemned legislating on a temporary basis as a terrible way to make tax policy before the House passed the measure.