Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Employee Benefits and Taxes: Cafeteria Plans
By Tax Facts OnlineThe experts at Tax Facts Online on the tax benefits of cafeteria plans.
March 14, 2013
Guidance is needed on new Roth 401(k) conversionAlthough not well thought out, the Roth 401(k) conversion provision in the Taxpayer Relief Act could be a great opportunity for some investors.
March 14, 2013
Advisors, Rethink Your Role in Roth IRA Conversions: INGRetirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.
March 14, 2013
7 Key Tax Protests That Shook AmericaResisters have tried violence and politics, but the taxes keep rolling on.
March 13, 2013
Health Care and Taxes, Pt. 2: Long-Term Care InsuranceThe experts at Tax Facts Online discuss whether long-term care insurance premiums are tax deductible.
March 13, 2013
10 tax tips for small businessesWith still one month until the deadline, get some tips to make filing a little less harrowing.
March 13, 2013
Paul Ryan’s Budget: Something for Everyone (to Criticize)"The president promises big government and Ryan promises smaller big government, a Cato Institute analyst says, while others say cuts are still too big.
March 13, 2013
Tax-Weary U.S. Millionaires Move to Cayman Islands, Hong Kong for ReliefNigel Green, CEO of a global advisory firm, says he has seen a 48% rise in wealthy Americans inquiring about permanently relocating outside the U.S.