Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
11 health insurance tax facts you need to know
By Robert Bloink, William H. ByrnesWhich tax credits apply for small employers? How are HSA distributions taxed? Find answers to these and nine other key questions.
April 03, 2014
A ‘Creative’ Niche: Providing Tax, Financial Planning to Artists and ActorsActors Miata Edoga in L.A. and Todd Thurston in New York teach their creative peers how to take charge of their financial lives.
April 02, 2014
M*A*S*H Star Turned Mogul Wayne Rogers Blasts Tax Code, Offers TipsM*A*S*H TV star and serial businessman Wayne Rogers discusses why the tax code is broken and has some choice words for Dodd and Frank.
April 01, 2014
Online Tools Used More by Military Than Civilian InvestorsServicemembers are more likely than civilians to use online tools in financial planning, according to the most recent First Command Financial Behaviors Index.
April 01, 2014
Senate Finance Sets Thursday to Debate Tax BreaksThe Senate Finance Committee will mark up a bill Thursday on a set of tax breaks that have expired or will expire at year-end.
April 01, 2014
GOP Tax Reform’s Effect on Charitable GivingThe comprehensive tax reform proposal Rep. Dave Camp, R-Mich., introduced in February would make significant changes to charitable contributions.
March 31, 2014
Canadians express confidence on tax knowledgeBut Canadians are less confident of their understanding how investments are taxed.
March 31, 2014
Alternative to a Spousal Lifetime Access Trust: One-Way Buy-Sell DealA one-way buy-sell agreement can ensure that a business-owning clients dual goalsspousal income security and an orderly business transitioncan be met.