Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Altering of 401(k) Tax Incentives Alarms Retirement Industry
By Danielle AndrusWith so many people covered by 401(k)s, its clear that the impact of changes to their tax treatment could be substantial.
March 25, 2013
10 life insurance tax facts you need to knowYour (and your clients') top 10 tax questions, answered.
March 22, 2013
The new 2013 taxes: The good, the bad and the uglyHow to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.
March 22, 2013
Charitable Giving and Taxes: Determining a Property’s Fair Market ValueThe experts at Tax Facts Online on how the fair market value of a property donation is determined.
March 21, 2013
The new 2013 taxes: The good, the bad and the uglyHow to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.
March 21, 2013
Obama’s Effort to Limit Charitable Deductions Faces House PushbackThe Senates budget seeks to limit the amount by which affluent taxpayers can itemize deductions, including charitable donations. But the plan is unlikely to go far in the House.
March 21, 2013
Obama Budget Endangers Some Estate Planning TechniquesLoophole closure would severely reduce wealth planners arsenal.
March 20, 2013
Squeezing ItalyItaly is feeling the pinch. Not only is its economy still struggling amid the European debt crisis, but factors from politics to competition from China, within its very shores, are complicating its problems.