Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Genworth, Radian rally as mortgage insurance rebound
By Zachary TracerGenworth had a $6 million operating profit at its U.S. mortgage insurer, compared with a loss a year earlier.
January 30, 2014
Maryland considers LTCI tax credit billCurrent law provides a one-time $500 credit.
January 29, 2014
3 Ways to Guard Against Tax FraudTax season starts Friday, and scammers are ready to take advantage of consumers with taxes on their minds.
January 28, 2014
Income Taxes Can No Longer Be Ignored in Estate PlanningThe estate tax exemption may have been raised to $5.34 million, but that's far from the end of the story.
January 27, 2014
MLPs: Facts for Advisors, ClientsWhy should investors consider MLPs? Securities paying income can help mitigate the effect of fluctuating stock prices. MLPs are an income-oriented investment;…
January 27, 2014
Hefty Penalties Hardly Make JPMorgan FlinchThe past year was a tough one for JPMorgan Chase: The bank had to fork over close to $20 billion in penalties that were levied by various regulators.
January 27, 2014
Midstream Energy Infrastructure: A Growth Opportunity in a Low-Yield, Low-Growth WorldOwning growing, high-quality midstream energy infrastructure investments will prove beneficial to investors' portfolios.
January 27, 2014
4 key dates for investors to watch: Andy FriedmanFeb. 7, March 31, April 15 and Nov. 4 could affect the markets, particular industries, and tax and financial planning