Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What's next after the same-sex marriage rulings?
By staff WriterThe phones of CPAs in states that recognize same-sex marriage are already ringing off the hook.
July 02, 2013
Nonprofit Sector Reacts to ‘Worst Charities’ ExposéThe sector has responded with a mixture of alarm and calls for action; meanwhile, Oregon has passed a law to curb some unsavory practices.
July 02, 2013
4 Financial Planning Steps for New American CitizensApropos of the July 4th festivities, much will be new this holiday for recently naturalized U.S. citizens.
July 01, 2013
MLPs, Taxes & K-1s: The ‘Must Know’Master limited partnerships (MLPs) have stepped into the spotlight during the last decade, and today there are more than 115 issuers with a combined market…
July 01, 2013
Financial Planners Waste No Time After DOMA RulingHart Patterson Financial Services began calling clients immediately following the Supreme Courts decision on gay marriage.
June 28, 2013
Senators Take ‘Blank Slate’ Approach to Tax ReformMax Baucus and Orrin Hatch sent a letter on Thursday asking for lawmakers' input. Meanwhile, ASPPA CEO Brian Graff warns of possible peril for retirement savers.
June 27, 2013
Senators begin drive for tax reform by wiping slate cleanCan revisiting proposals get tax reform completed by the end of President Obamas second term?
June 27, 2013
Senators begin drive for tax reform by wiping slate cleanCan revisiting proposals get tax reform completed by the end of President Obamas second term?