Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Sidestep Tax Traps
By Calvin GoetzIf a 401(k) rollover is not done properly, your client could be in for a big tax surprise.
March 08, 2012
Top Tips for Women at Tax TimeOn International Women's Day, AdvisorOne offers tax tips for women from financial planner Peggy Cabaniss and CPA Barbara Kogen.
March 07, 2012
Two Tax Mistakes to Avoid With Clients: Tax Expert ShenkmanShenkman warns that wait and see will become wait and pay if advisors and their clients continue to do nothing.
March 07, 2012
Taxes & Inequality: Shiller’s Plan to Fix Tax CodeYale economist Robert Shiller says he and a colleague have studied inequality indexation with the objective of showing how more complex systems of tax rates might work.
March 07, 2012
300% Hike in Dividend Tax Will Starve Economic Engine, AEI Scholars SayTwo scholars at AEI say Washington is about to tax, and thereby make more scarce, the fuel that drives investment in the economy. The sharp tax spike well likely also depress stock market performance.
March 06, 2012
How America’s Top Tax Rate Stacks Up Against Other Countries’ (InvestmentNews)The top tax rate in the U.S. may sound high compared to, say, Hong Kong's top tax rate of 15%, but it's far from the global leader.