Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The IRA Charitable Donation: It's Just a Tax Deduction in 2012
By Robert Bloink, William H. ByrnesThe tax code provision that allowed IRA owners to contribute up to $100,000 directly from their IRA to the qualified charity of their choicewithout recognizing the donation as incomeexpired at the end of 2011, and Congress has given no indication if it will be renewed.
March 12, 2012
What I Do in My Practice, Pt. 3: My Role With Other AdvisorsSometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax
March 12, 2012
IRS’ 5 Tax Tips for Newlyweds, DivorceesIf your client has just gotten married or divorced, the last thing you want is for something to further complicate tax returns, or throw a snag into the processing of a refund.
March 09, 2012
Sidestep Tax TrapsIf a 401(k) rollover is not done properly, your client could be in for a big tax surprise.
March 09, 2012
Sidestep Tax TrapsIf a 401(k) rollover is not done properly, your client could be in for a big tax surprise.
March 08, 2012
14 Big Changes for Tax Years 2011-13: Tax Expert Bernard KielyReminders on tax code changes that have already occurred, those that may disappear this year if Congress doesn't act, and what's on tap for 2013, from advisor and tax expert Bernie Kiely.
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.