Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Taxes and the End of DOMA: Married in the Eyes of the IRS
By Robert BloinkThe Supreme Court ruling represents a big win (tax-wise) for same-sex couples. High income same-sex clients, however, need to be prepared for the reality that their tax bills might be going up this year.
June 19, 2013
Charity Donations Rose in 2012: Giving USAAmericans donated an estimated $316 billion to charity in 2012, according to the annual Giving USA report, released Tuesday.
June 17, 2013
Senate Finance Mulls Charitable Giving ReformOverhaul of the charitable deduction and the political involvement of tax-exempt groups are two areas senators should examine, their staffers say in a new paper.
June 14, 2013
Protected growth: The index product advantageTax protection and cash accumulation? Index products can offer both.
June 14, 2013
Tax reformers ready to hit the roadIn a rewrite of the tax code, what would you like to see?
June 13, 2013
How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of gamma whose applications have immediate take-home value for financial advisors.
June 11, 2013
HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACAThe looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.
June 11, 2013
Your Clients and Their Children: The Problems With Joint Bank AccountsSome of your older clients might want to make their bank accounts into joint accounts with their children. Understandable, but perhaps not wise.