Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Criminal Investigation Unit Tagged More Tax Criminals in 2013
By Michael S. FischerThe IRS significantly increased enforcement actions against tax criminals and saw a robust rise in convictions, according to its annual report.
March 21, 2014
The tax men comethIn the world of tax planning, tiny details can have a drastic impact on a clients financial plan.
March 21, 2014
Task force backs higher taxes to boost Jacksonville pensionA civic task force recommends that Jacksonville raise taxes to meet soaring retirement costs.
March 20, 2014
UBS: Clients Need More Than Investment AdviceClients, particularly millennials, want objective advice on a wide range of issues from someone they trust, says Jason Chandler of UBS Wealth Management.
March 20, 2014
Taxation of Qualified Tuition Programs: 529 PlansTax Facts experts jump into the world of colleges plans and what the tax implications are.
March 20, 2014
What’s Your State’s Dividend Income Tax?Some states collect no extra tax on top of the federal dividend income tax, while some add an additional levy as high as 13.3%.
March 19, 2014
Lower taxes and the poorhouse paper millionaireTax expert and advisor Less Antman describes how trying too hard to minimize taxes can cost your clients in the end.
March 19, 2014
Lower taxes and the poorhouse paper millionaireTax expert and advisor Less Antman describes how trying too hard to minimize taxes can cost your clients in the end.