Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 tax facts for retirees
By Robert Bloink, William H. ByrnesThese are the questions your boomer clients are asking.
March 19, 2014
Selling LTCI smarter: Prospect theoryWhat if insurers misunderstand how potential buyers think about the future?
March 19, 2014
8 Tax Evaders Who Should’ve Known BetterThe lineup of tax dodgers includes a vice president, a U.S. treasurer and a federal judge.
March 19, 2014
How Are LTC Insurance Premiums and Benefits Taxed?Tax Facts experts explain whether costs of LTCI are deductible and whether the benefits are taxable.
March 18, 2014
How the Social Security Tax Is Altered by Employee BenefitsThe Tax Facts Online experts discuss how the Social Security payroll tax is affected by employee benefits, like term life insurance and deferred compensation.
March 17, 2014
How Lowering Taxes Drove Paper Millionaires to the PoorhouseTax expert Less Antman discusses how trying to minimize taxes with annuities, delayed stock sales or other means can be a trap.
March 17, 2014
The Additional Medicare Tax: What Advisors Need to KnowThe Tax Facts Online experts clear up confusion over the investment income tax and the additional Medicare tax, and who must pay it.
March 17, 2014
John Lindsey: How Edward Jones ‘Brutalizes’ Breakaway BrokersWhen John Lindsey broke away in 2012, Edward Jones sued for $5 million. But Lindsey fought back and is helping other brokers do the same.