Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Helping Clients Plan for (Likely? Inevitably?) Higher Taxes
By Mike PattonHow I use simulations on the future effective tax rate to stress-test client portfolios.
April 03, 2013
10 estate planning tax facts you need to knowWe've got the answers to some of your toughest estate planning tax questions.
April 03, 2013
10 estate planning tax facts you need to knowWe've got the answers to some of your toughest estate planning tax questions.
April 01, 2013
The Most Wonderful Time of the YearAt this point, supply-side economics have been examined, analyzed, debated, celebrated and rejected ad nauseam.
April 01, 2013
7 All-Star Tax Experts: 7 Crisis-Tested StrategiesStrategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.
April 01, 2013
Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—SlideshowWe may only be certain about death and taxes, but at least one of them doesnt have to be inconvenient.
April 01, 2013
Taxes and the States: Which Take the Biggest Bites?Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.
March 28, 2013
Real Estate and Taxes: Benefits, and Limitations, of InvestmentThe experts at Tax Facts Online look at the tax implications of real estate ownership.