Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Estimated Taxes: Who Must Pay?
By Kate McBrideWhen do clients have to pay estimated taxes? Is it ever okay not to pay?
March 11, 2011
Tax Planning Advice: Helping Clients Hire a Qualified Expert—Andrew RiceSome things are best left to an expert. Keeping up with the complex, ever-changing tax code may be one of them.
March 11, 2011
Tax Planning Advice: Help Clients Organize Their Documents—Andrew RiceGetting clients to organize their tax documents can be time well spent.
March 07, 2011
Putnam Wealth Management Center Helps Advisors Master Tax LawPutnam Investments has introduced an online resource kit to help advisors and their clients understand key provisions of the sweeping tax law changes now taking effect.
February 18, 2011
10 Tax Deductions That Can Save Clients MoneyDeciding whether to itemize or take the standard deduction became somewhat easier for the 2010 tax year when standard deductions for disaster losses, real estate taxes and new motor vehicle taxes and the Schedule L used to calculate them were largely eliminated for 2010, according to a statement issued Thursday...
February 15, 2011
Obama Budget 2012: Tax Changes Would Hit Wealthy ClientsHigher tax rates and fewer itemized deductions could raise taxes for those earning more than $250,000.
January 18, 2011
Cash Flow Change Generates Tax DeductionA bit of charity, plus cash flow management in an IRA can boost tax benefit.
December 29, 2010
Outlook 2011, Tax Planning: Big Changes From Tax Bill; Extended DeadlinesIRS offers advisors many reasons to connect with clients as tax planning gets underway for 2011.