Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Energy MLPs & Taxes: Under Scrutiny, but Still Churning Out Returns
By Janet LevauxLegislators continue to zero in on partnerships, though most energy firms seem likely to avoid major impact, experts say.
March 25, 2013
Altering of 401(k) Tax Incentives Alarms Retirement IndustryWith so many people covered by 401(k)s, its clear that the impact of changes to their tax treatment could be substantial.
March 25, 2013
Gas and Cigarettes: The Tax Sticks That Keep On Hittin’A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?
March 25, 2013
10 life insurance tax facts you need to knowYour (and your clients') top 10 tax questions, answered.
March 25, 2013
10 life insurance tax facts you need to knowYour (and your clients') top 10 tax questions, answered.
March 22, 2013
The new 2013 taxes: The good, the bad and the uglyHow to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.
March 22, 2013
Charitable Giving and Taxes: Determining a Property’s Fair Market ValueThe experts at Tax Facts Online on how the fair market value of a property donation is determined.
March 21, 2013
The new 2013 taxes: The good, the bad and the uglyHow to prepare your clients for the pleasant (and not so pleasant) effects of the fiscal cliff deal and PPACA.