Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax-Exempt Nonprofits Owe Millions in Payroll Taxes
By Michael S. FischerSome tax-exempt groups are seriously delinquent on payroll taxes, but the IRS doesnt appear too eager to go after them, according to a recent report.
August 17, 2014
How Rare Coins Bring Tax BenefitsInvestors may be eligible for sales tax exemptions, like-kind exchanges and other advantages, one expert says.
August 15, 2014
IRS Warns on Phone Scams as Its Contractors Put Taypayer Info at RiskAgency warns of the biggest phone scam it has ever seen; meanwhile, a report finds IRS gave contractors taxpayer data without mandatory background checks.
August 12, 2014
5 tax strategies to pay for college without going brokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses.
August 12, 2014
5 tax strategies to pay for college without going brokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses.
August 11, 2014
HighTower Grabs Merrill Advisors With $800M in FloridaMerrill Lynch lost $800 million in AUM and three top advisors to HighTower Partnership.
August 08, 2014
5 Tax Strategies to Pay for College Without Going BrokeOne wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
August 08, 2014
H.D. Vest Rolls Out Financial Planning Software for AdvisorsThe software gives its nearly 5,000 advisors more access to information on client assets, even those held at other firms.