Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
For tax preparers, PPACA may bring a paperwork feast
By Allison BellLiberty Tax thinks 25 percent of its customers will file PPACA forms.
September 05, 2014
Social Security Claiming Options: Don’t ‘Save the Date’Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
September 03, 2014
Beware of ‘Cliff’ in New York’s New Estate Tax LawWilmington Trusts Sharon Klein considers some implications of the new state law, with one dangerous tax trigger at the edges.
September 03, 2014
Clients want ethical advisors. Are you one?Steven Blum, author of 'Negotiating Your Investments,' spells out the kind of advisor investors should be looking for.
September 02, 2014
Advisors Focus on Financial Planning Needs of U.S. Military MembersFormer Marine Rob Aeschbach says that for many young service members, concepts like saving and budgeting are alien, but advisors are stepping up.
August 28, 2014
Clients Want Ethical Advisors. Are You One?Steven Blum, author of "Negotiating Your Investments," says advisors duty to clients goes beyond a fiduciary standard.
August 26, 2014
Motif Investing Targets Corporate InversionsThe recently launched Tax Inversion Targets motif is a 25-stock tradable index of potential tax-inversion targets domiciled in tax havens.
August 26, 2014
Is Warren Buffett a Hypocrite on Taxes?Hold the pickles, hold the lettuce, special tax deals dont upset Warren Buffett, who's having it his way with the Burger King tax inversion.