Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The U.S. Tax System: How Did We Get Here? Pt. 2, the Middle Years
By Mike PattonFrom the first U.S. default during the Revolutionary War to the first income tax during the Civil War to the 16th Amendment, taxes have been a source of contention.
March 11, 2013
12 worst pieces of tax advice from financial plannersDespite Benjamin Franklin's refrain about death and taxes, many clients (and their advisors, too) try to prove the old sage wrong year after year.
March 11, 2013
The pros and cons of ESOPsESOP tax-free rollovers defer taxes or lead small-business clients to the frying pan.
March 11, 2013
The pros and cons of ESOPsESOP tax-free rollovers defer taxes or lead small-business clients to the frying pan.
March 11, 2013
More U.S. Taxpayers Filed Returns in 2011 as Pay RoseSalaries and wages increased by 4.1% over 2010, according to the latest IRS statistics bulletin.
March 11, 2013
Women and Taxes: Tax Season Gender Gap?Now that the fiscal cliff deal is a reality, womenwhether young, in mid-career or retirement agecan expect to see a few tax rules that will affect them especially.
March 11, 2013
Tax FAQ: What tax rules govern dividends received before the annuity starting date?In most cases, these types of dividends are taxable to the extent that the cash value of the contract immediately before the payment exceeds the investment in the contract.
March 11, 2013
Tax FAQ: What tax rules govern dividends received before the annuity starting date?In most cases, these types of dividends are taxable to the extent that the cash value of the contract immediately before the payment exceeds the investment in the contract.