Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 estate planning tax facts you need to know
By Tax Facts OnlineWe've got the answers to some of your toughest estate planning tax questions.
April 01, 2013
7 All-Star Tax Experts: 7 Crisis-Tested StrategiesStrategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.
April 01, 2013
Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—SlideshowWe may only be certain about death and taxes, but at least one of them doesnt have to be inconvenient.
April 01, 2013
Taxes and the States: Which Take the Biggest Bites?Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.
March 28, 2013
Real Estate and Taxes: Benefits, and Limitations, of InvestmentThe experts at Tax Facts Online look at the tax implications of real estate ownership.
March 28, 2013
The first quarter’s biggest winnersWhich stocks have performed best so far this year?
March 28, 2013
Top 10 Ways to Stop Elder Financial ScamsCFP Board consumer advocate Eleanor Blayney describes 10 common situations in which older Americans are vulnerable to financial abuse and offers advice to guard against it.
March 28, 2013
2013: The year of the RMD tax bubbleOverall wealth may be less important than in what vehicle your clients assets are held.