Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 more life insurance tax facts you need to know
By Robert Bloink, William H. ByrnesHow are living proceeds on a life policy taxed? What are the tax consequences for a sold or surrendered policy? Ten answers to 10 key questions.
January 06, 2014
Divorce Planner’s Novel Approach Leads to Lucrative BusinessThe overwhelming majority of divorcing clients Justin Reckers assists end up on his wealth management platform post-divorce.
January 06, 2014
Avoiding Pitfalls When Retiring in ParadiseRetiring abroad can be a ticket to paradise, but there are a number of laws, regulations and common-sense tips you and your clients should know.
December 27, 2013
One Month and Counting Till Tax Time: IRSReturns for 2013 cant be filed until Jan. 31, giving taxpayers time to review recent tax changes with advisors, accountants and attorneys.
December 23, 2013
Taxing Matters for the New YearTwo lawmakers struck a two-year budget deal in mid-December, just days shy of the budget conference committees Dec. 13 deadline to find a way to keep the government running beyond the expiration of the current continuing resolution (CR) on Jan. 15.
December 23, 2013
It’s 2014—Get Ready for 2013 Tax ReportingAs soon as we celebrate the start of 2014, the clock starts on the 2013 tax reporting season.
December 23, 2013
Advisors, Gear Up for a ‘Difficult Filing Season’Tax experts warned advisors to be aware of the 57 federal tax provisions that expired at year end, which include the deduction for state and local sales tax, the above-the-line deduction for tuition and tax-free distributions from IRAs for charitable purposes.
December 23, 2013
Advisors for the Financial Side of DivorceDivorce-related financial advice is a growing niche, diverse in practices and philosophies.