Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The first quarter’s biggest winners
By Tom NawrockiWhich stocks have performed best so far this year?
March 27, 2013
2013: The year of the RMD tax bubbleOverall wealth may be less important than in what vehicle your clients assets are held.
March 27, 2013
Precious Metals and Taxes: What to Expect With TransactionsThe experts at Tax Facts Online on how sales of precious metals are taxed.
March 27, 2013
How to Tax-Manage Your Client’s PortfolioIts tax time. Do you know where your clients assets are allocated?
March 27, 2013
Top 12 Tax Scams: IRS’ Dirty Dozen for 2013The IRS is onto these fraudsters, from sophisticated computer scammers to opportunists posting fliers on church bulletin boards.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 27, 2013
Obama's effort to limit charitable deductions faces pushbackThe Senates federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
March 26, 2013
ETFs and Taxes: What Are the Advantages of Ownership?The experts at Tax Facts Online break down the tax advantages of owning ETFs.