Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
BondDesk Sets All-Time Record for Muni Bond Trading Volume
By John SullivanThe record came on the heels of the largest three-day increase in yields since April 1987.
June 19, 2013
Repeal of Muni Tax-Exempt Status Would Devastate Counties: ReportEnding the tax exemption would stick counties, states and other localities with heftier debt service payments while hurting average Americans' retirement savings, the National Association of Counties warns.
June 19, 2013
Charity Donations Rose in 2012: Giving USAAmericans donated an estimated $316 billion to charity in 2012, according to the annual Giving USA report, released Tuesday.
June 17, 2013
Senate Finance Mulls Charitable Giving ReformOverhaul of the charitable deduction and the political involvement of tax-exempt groups are two areas senators should examine, their staffers say in a new paper.
June 14, 2013
Protected growth: The index product advantageTax protection and cash accumulation? Index products can offer both.
June 14, 2013
Tax reformers ready to hit the roadIn a rewrite of the tax code, what would you like to see?
June 13, 2013
How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of gamma whose applications have immediate take-home value for financial advisors.
June 11, 2013
HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACAThe looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.