Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax FAQ: How is the excludable portion of an annuity payment computed?
By Tax Facts OnlineThe rule varies depending on whether you have a variable or non-variable contract.
March 08, 2013
Offshore cash hoard expands by $183 billion at companiesWould companies be more inclined to bring that cash home if the U.S. corporate tax rate wasnt so high?
March 08, 2013
7 health tax tipsIt's everyone's favorite time of year: Tax season. Do you know how to make the most of it?
March 08, 2013
7 health tax tipsIt's everyone's favorite time of year: Tax season. Do you know how to make the most of it?
March 08, 2013
Roubini: Minimal Growth ‘at Best’ in 2013The legendary bear says tax hikes on wealthy Americans and government spending cuts will have a severe impact on economic growth in the United States this year.
March 08, 2013
New Tax Law, Said to Squelch Giving, Could Actually Boost ItAn analysis of the new law as part of the fiscal cliff deal finds that it has negligible effects on the tax incentive for charitable giving. In fact, it increases the incentive to give.
March 08, 2013
Annuities and Taxes, Pt. 3: The Estate TaxThe Tax Facts Online experts take a look at the estate tax implications of annuity payments.
March 07, 2013
Annuities and taxes, part 2: Variable immediate annuity paymentsHow are payments under a variable immediate annuity taxed?