Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisor Accidentally Mails List of Tax Cheats, Authorities Zone In
By John SullivanFederal prosecutors charge that over an 11-year period, an advisor helped 60 people in the U.S. hide $184 million.
March 12, 2013
The advisor opportunity in tax seasonFor advisors, tax season has a perennial silver lining: the opportunity for new business, and lots of it.
March 12, 2013
The advisor opportunity in tax seasonFor advisors, tax season has a perennial silver lining: the opportunity for new business, and lots of it.
March 12, 2013
GOP budget targets PPACA, MedicaidAt issue is the arcane and partisan congressional budget process, one that is unlikely to illustrate a path forward.
March 12, 2013
GOP budget targets PPACA, MedicaidAt issue is the arcane and partisan congressional budget process, one that is unlikely to illustrate a path forward.
March 12, 2013
The U.S. Tax System: How Did We Get Here? Pt. 2, the Middle YearsFrom the first U.S. default during the Revolutionary War to the first income tax during the Civil War to the 16th Amendment, taxes have been a source of contention.
March 12, 2013
Mixed News on Changes to Long-Term Care Tax DeductionsThe IRS has increased the amount of LTC insurance premiums that are deductible for 2013. But the news comes with a caveat.
March 11, 2013
12 worst pieces of tax advice from financial plannersDespite Benjamin Franklin's refrain about death and taxes, many clients (and their advisors, too) try to prove the old sage wrong year after year.