Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What I Do in My Practice, Pt. 5: Taxes and Home Buying
By Mike PattonYes, its a good time to buy, considering the prices available in much of the country. But dont forget the tax issues when buying a rental home.
March 26, 2012
State PPACA Reform News: Wash. State, Penn. Advance ReformsWashington State gets a new Exchange law, and Pennsylvania gets rate review.
March 26, 2012
Senate Democrats Pitch Tax Credit for Small-Business HiringThe three top Democrats in the Senate introduced legislation Monday that provided a 10% tax credit for employers who increased their payrolls this year as well as extended a tax break that lets businesses write off 100% of capital investments.
March 26, 2012
Top 5 Tax Audit Triggers to AvoidA few easy steps can help keep the IRS from digging too deeply into your clients tax returns.
March 26, 2012
Allied Beacon Launches Cabot Lodge in New York AreaThe new firm, an office of separate jurisdiction of Allied Beacon, will have branch offices in Manhattan, Princeton, N.J., and Long Island. It plans to hire 100 more advisors in the next two years.
March 23, 2012
Tax Planning Tips to Maximize Charitable Giving’s ImpactAfter 25 years in practice, Susan Colpitts feels its too early to have any idea what the tax environment might be like in 2013, and offers some advice to protect clients.
March 22, 2012
Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final UpdateAdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.