Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
10 tax tips for small businesses
By Staff WriterWith still one month until the deadline, get some tips to make filing a little less harrowing.
March 13, 2013
Advisor Accidentally Mails List of Tax Cheats, Authorities Zone InFederal prosecutors charge that over an 11-year period, an advisor helped 60 people in the U.S. hide $184 million.
March 13, 2013
ESOPs: Great Tax-Wise for Business Owners, but Beware the DOLYour small-business-owning clients may be looking for ways to reduce or defer the taxes they will incur should they sell their business. An ESOP strategy can work well, but be wary of DOL inquiries.
March 12, 2013
Health Care and Taxes, Pt. 1: HSAsHow health savings account distributions are taxed.
March 12, 2013
The advisor opportunity in tax seasonFor advisors, tax season has a perennial silver lining: the opportunity for new business, and lots of it.
March 12, 2013
The advisor opportunity in tax seasonFor advisors, tax season has a perennial silver lining: the opportunity for new business, and lots of it.
March 12, 2013
GOP budget targets PPACA, MedicaidAt issue is the arcane and partisan congressional budget process, one that is unlikely to illustrate a path forward.
March 12, 2013
GOP budget targets PPACA, MedicaidAt issue is the arcane and partisan congressional budget process, one that is unlikely to illustrate a path forward.