Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
2013: The year of the RMD tax bubble
By Laura StoverOverall wealth may be less important than in what vehicle your clients assets are held.
March 27, 2013
Top 12 Tax Scams: IRS’ Dirty Dozen for 2013The IRS is onto these fraudsters, from sophisticated computer scammers to opportunists posting fliers on church bulletin boards.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 26, 2013
ETFs and Taxes: What Are the Advantages of Ownership?The experts at Tax Facts Online break down the tax advantages of owning ETFs.
March 26, 2013
Energy MLPs & Taxes: Under Scrutiny, but Still Churning Out ReturnsLegislators continue to zero in on partnerships, though most energy firms seem likely to avoid major impact, experts say.
March 26, 2013
Sequester Strikes Military Families as Pentagon Makes Budget CutsAs Congress grapples with $85 billion in sequester cuts, the Pentagon is slashing its budget, and service members and their families are making cuts of their own.
March 25, 2013
Largest Divorce Settlement Ever? $5 Billion at StakeHarold Hamm, founder of oil giant Continental Resources, could lose control of his company to his soon-to-be ex-wife, Sue Ann, who accuses him of infidelity.