Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Modern Family Advisor: What the Repeal of DOMA Could Mean for Clients and Your Practice
By Aimee Johnson, Allianz LifeThe legal and financial world has been changed for same-sex couples, and the implications for advisors in guiding those couples are nearly as dramatic.
July 16, 2013
Fidelity IRA Assets Up 53% Since Financial CrisisThe average balance in Fidelity Investments IRA accounts grew by 53% to $81,100 in the five-year period to the end of the 2012 tax year, and Roth conversions surged.
July 15, 2013
Is the NUA Tax Break on 401(k) Distributions Still a Break?As HNW clients increasingly seek strategies to help minimize their tax burdens, the Net Unrealized Appreciation strategy on 401(k) distributions has become more complicated than ever.
July 15, 2013
Net unrealized appreciation tax break: Still a tax break in 2013?For some clients, a once-significant tax-savings strategy might be gone in 2013.
July 15, 2013
Beware pension advances that set retirees backRegulators are now investigating so-called pension-advance firms for allegedly deceptive practices that target seniors, military veterans, and others with structured settlements.
July 15, 2013
Beware pension advances that set retirees backRegulators are now investigating so-called pension-advance firms for allegedly deceptive practices that target seniors, military veterans, and others with structured settlements.
July 08, 2013
Why Obamacare threatens immigration reformIs the PPACA rollout how we should expect everything else to go that President Obama implements?
July 03, 2013
What's next after the same-sex marriage rulings?The phones of CPAs in states that recognize same-sex marriage are already ringing off the hook.