Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Vanguard Charitable Adds Investment Pools for International Exposure
By Michael S. FischerDonor-advised fund accounts in the Vanguard Charitable Endowment Program can now gain international exposure through three new investment pools the provider introduced July 3.
June 29, 2012
Midyear Tax Checkup Makes Extra Sense This YearHalfway through 2012 and with lots of tax changes looming, now is a good time to start thinking about next tax season.
June 29, 2012
Midyear Tax Checkup Makes Extra Sense This YearHalfway through 2012 and with lots of tax changes looming, now is a good time to start thinking about next tax season.
June 29, 2012
Fiscal Cliff Is Higher Than You Think: BofA-MerrillTaxpayers may have to leap off the fiscal cliff on Jan. 1, 2013, unless Obama and Congress act together.
June 28, 2012
PPACA Decision: The PDF, with Interesting Parts HighlightedWant to read the NFIB vs. Sebelius ruling yourself but don't have time to parse 193 pages of dense legal reasoning? Maybe we can help.
June 28, 2012
PPACA Decision: The PDF, with Interesting Parts HighlightedWant to read the NFIB vs. Sebelius ruling yourself but don't have time to parse 193 pages of dense legal reasoning? Maybe we can help.
June 28, 2012
Advisors' Work Begins With Supreme Court's Ruling on Health LawRIAs who own small businesses, and the stock markets, can now begin digesting the reality of the PPACA.
June 27, 2012
MLPs, Taxes, the K-1 & More: Frequently Asked QuestionsHow are MLPs structured? MLPs have two classes of ownership, which are general partners (GPs) and limited partners (LPs).