Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Ways to Give Back Beyond Giving Tuesday
By Emily ZulzThe Financial Womens Association released a list of ways consumers and leaders in the financial industry can give back now and throughout the year.
December 01, 2014
In Search of the Best Financial Planning Software: My ChoiceAs my practice has grown so has my need for a better financial planning tool. I think I've got one, if a few details can be ironed out.
November 26, 2014
Trade, investment and tax reform after the midterm electionsThe $64,000 question is whether Americans would be better off under a streamlined tax regime.
November 26, 2014
Obama veto threat on tax-break bill deepens rift among DemocratsA deal could include expat plans, mass-transit benefts and charitable gifts made from retirement accounts.
November 24, 2014
Cost Basis Reporting: The Gift That Keeps on GivingCost basis reporting continues its march to full implementation.
November 24, 2014
A Financial Planning Christmas CarolA cautionary tale about the future of this profession. Beware, ghosts abound!
November 24, 2014
In Search of the Best Financial Planning Software: NaviPlanAfter a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
November 20, 2014
College Planning: Correcting the Great 529 Plan Mistake, Penalty-FreeHelping a client escape from an unsatisfactory 529 plan is possible, but you must understand the specific rules that apply to avoid taxes and penalties.