Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Did PPACA taxes start in the right place?
By Allison BellWitnesses debate the effect of adding a 2,074-page Senate health bill into a six-page House bill.
April 22, 2014
Tax Court Untangles NIIT Passive Activity Trap for TrustsA recent Tax Court decision paves the way for new trust planning techniques for dealing with the new 3.8% tax on investment-type income.
April 22, 2014
Why a Client’s Job and Location Are Critical to Portfolio BuildingFor optimal asset allocation, it's crucial to consider factors like what industry investors work in and where they live, a Morningstar report says.
April 17, 2014
Making the case for tax diversificationOne advantage of tax diversification is that you can help reduce your clients exposure to legislative risk.
April 17, 2014
Making the case for tax diversificationOne advantage of tax diversification is that you can help reduce your clients exposure to legislative risk.
April 16, 2014
Risk corridors plan could squeeze insurersIf insurers have to wait for cash, they can't include that in MLR filings.
April 16, 2014
Canadians fail to seek tax-savvy investment optionsA majority of Canadians are uncertain how dividend income is treated from a tax perspective.
April 14, 2014
10 things to know about how investments are taxedIf your clients have invested in ETFs or mutual funds, this is the information they need.