Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
El-Erian on Cyprus: 'Europe Lit Two Sticks of Dynamite'
By John SullivanBond chief says the island's plan to tax bank deposits risks social unrest.
March 14, 2013
Employee Benefits and Taxes: Cafeteria PlansThe experts at Tax Facts Online on the tax benefits of cafeteria plans.
March 14, 2013
Switzerland and FATCA: Broader EffectsWhile it would change some of Switzerland's business practices, the countrys acceptance of international standards would be to its advantage
March 14, 2013
Guidance is needed on new Roth 401(k) conversionAlthough not well thought out, the Roth 401(k) conversion provision in the Taxpayer Relief Act could be a great opportunity for some investors.
March 14, 2013
Guidance is needed on new Roth 401(k) conversionAlthough not well thought out, the Roth 401(k) conversion provision in the Taxpayer Relief Act could be a great opportunity for some investors.
March 14, 2013
Advisors, Rethink Your Role in Roth IRA Conversions: INGRetirement plan advisors can grow their business by showing sponsors how participants can now convert pretax dollars to an after-tax Roth account, says ING's Kaplan.
March 14, 2013
7 Key Tax Protests That Shook AmericaResisters have tried violence and politics, but the taxes keep rolling on.
March 13, 2013
Health Care and Taxes, Pt. 2: Long-Term Care InsuranceThe experts at Tax Facts Online discuss whether long-term care insurance premiums are tax deductible.
