Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Canadians express confidence on tax knowledge
By Warren S. HerschBut Canadians are less confident of their understanding how investments are taxed.
March 26, 2014
How to Benefit From MLPs’ Complex Tax RulesInvestors have options when buying and selling master limited partnerships, a Morningstar expert explains.
March 20, 2014
What’s Your State’s Dividend Income Tax?Some states collect no extra tax on top of the federal dividend income tax, while some add an additional levy as high as 13.3%.
January 27, 2014
MLPs: Facts for Advisors, ClientsWhy should investors consider MLPs? Securities paying income can help mitigate the effect of fluctuating stock prices. MLPs are an income-oriented investment;…
January 10, 2014
4 tax prep reminders for independent advisorsAre you properly prepared for tax season and well-versed on some advantages you can take?
January 10, 2014
4 tax prep reminders for independent advisorsAre you properly prepared for tax season and well-versed on some advantages you can take?
December 16, 2013
9 tax breaks expiring at year’s endMake sure your clients take advantage before it's too late.
December 16, 2013
9 tax breaks expiring at year’s endMake sure your clients take advantage before it's too late.