Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
12 worst pieces of tax advice from financial planners
By Michael LewisDespite Benjamin Franklin's refrain about death and taxes, many clients (and their advisors, too) try to prove the old sage wrong year after year.
March 11, 2013
More U.S. Taxpayers Filed Returns in 2011 as Pay RoseSalaries and wages increased by 4.1% over 2010, according to the latest IRS statistics bulletin.
March 11, 2013
Women and Taxes: Tax Season Gender Gap?Now that the fiscal cliff deal is a reality, womenwhether young, in mid-career or retirement agecan expect to see a few tax rules that will affect them especially.
March 11, 2013
Tax FAQ: What tax rules govern dividends received before the annuity starting date?In most cases, these types of dividends are taxable to the extent that the cash value of the contract immediately before the payment exceeds the investment in the contract.
March 11, 2013
Tax FAQ: What tax rules govern dividends received before the annuity starting date?In most cases, these types of dividends are taxable to the extent that the cash value of the contract immediately before the payment exceeds the investment in the contract.
March 11, 2013
8 annuity tax facts you need to knowThis concise primer is your cheat sheet for every client question during tax season.
March 11, 2013
8 annuity tax facts you need to knowThis concise primer is your cheat sheet for every client question during tax season.
March 09, 2013
Tax FAQ: When annuity values are paid in installments, how are dividends taxed?Dividends are taxed differently depending on whether they are taken before or after the annuity start date.