Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Understanding the Net Investment Income Tax: Calculation and Examples
By Mike PattonIn part two of our series, we look at examples of how the 3.8% NIIT works (if clients sold a residence, it could affect them).
March 05, 2014
Charting the New 3.8% Investment Tax WatersThe experts at Tax Facts on the new investment tax, part of the Affordable Care Act, that took effect for the 2013 tax year.
March 05, 2014
Senate Finance to ‘Move Quickly’ on Tax ExtendersSenate Finance Committee Chairman Ron Wyden, D-Ore., made special mention of the research and development tax credit.
March 05, 2014
Honeymoon’s Over: Helping Gay Couples Manage 2013 Tax HikesAccountant and lawyer Janis Cowhey McDonagh helps same-sex married couples, and all taxpayers, navigate the myriad changes that went into effect this year.
March 04, 2014
5 Commonly Overlooked Tax Planning StrategiesHere are a few tips that will make the road to April 15 less painful and will potentially save your clients money.
March 04, 2014
Roth IRAs and Taxes: Contributions, Rollovers, DistributionsThe Tax Facts Online experts explain the tax implications in three major areas.
March 04, 2014
How to Get Tax-Free Retirement Income With Life InsuranceLife insurance can be a tough sell for advisors with clients who see it as an expense rather than an investment.
March 04, 2014
How to get tax-free retirement income with life insuranceLife insurance can be used to secure tax-free income both in the accumulation phase and the distribution phase.