Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Financial Crisis ‘Scarred’ Young Investors: UBS Study
By Janet LevauxMillennials are not likely to turn to financial advisors, and see saving as much more important than investing.
January 24, 2014
4 Key Dates for Investors to Watch: Andy FriedmanFeb. 7, March 31, April 15 and Nov. 4 could affect the markets, taxes and financial planning, says Andy Friedman of Washington Update.
January 23, 2014
Current Congress Unlikely to Cap Charitable DeductionBut other tax benefits for nonprofits face an uncertain future, The Chronicle of Philanthropy reports.
January 22, 2014
AICPA Updates Guide for Growing Ranks of CPA PlannersThe guidance becomes effective July 1 and covers all aspects of the planning process, AICPA says.
January 17, 2014
How the IRS Can Ruin Your RetirementDay-to-day life for U.S. citizens overseas is burdened by the difficulty of ordinary financial transactions and increasing tax reporting requirements.
January 13, 2014
IRS Scandals Fueled by Lack of Funds, Taxpayer Advocate SaysIn her annual report to Congress, Nina Olson calls for a taxpayer bill of rights that she says might have prevented the political targeting scandal.
January 10, 2014
4 tax prep reminders for independent advisorsAre you properly prepared for tax season and well-versed on some advantages you can take?
January 10, 2014
4 tax prep reminders for independent advisorsAre you properly prepared for tax season and well-versed on some advantages you can take?