Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Annuities and taxes, Pt. 1: Contract payments
By Tax Facts OnlineWhat general rules govern the income taxation of payments received under annuity contracts?
March 05, 2013
Legacy planning with IRAsLeaving heirs an IRA could create a legacy of fees, taxes and, potentially, debt.
March 05, 2013
Top 10 Tax Cheats: the Big, the Bad & the WeirdFrom the infamous Al Capone to our top choice (you wont believe what job he held before his conviction), these 10 learned the lesson the hard wayand some learned it repeatedly.
March 04, 2013
Spending cuts unpopular yet not set to go awayThe spending cuts are here to stay if you believe the public posturing Sunday.
March 04, 2013
The U.S. Tax System: How Did We Get Here? Pt. 1, the Early YearsIn tax season 2013, a look back at the very beginnings of taxation in the U.S., and Americans' attitudes toward taxes.
March 01, 2013
Are Your Investments Tax-Efficient?Despite Washington's antics, many of the issues with tax-efficient investing have remained surprisingly constant, David Peterson of United Capital says.
March 01, 2013
Obama still betting on big dealA fiscal deadline all but blown, President Barack Obama says he once again wants to seek a big fiscal deal that would raise taxes and trim billions from entitlement programs.
March 01, 2013
Smart Tax Planning Now: 20 Days of Tax Planning Advice for 2013For the third year in a row, we present tax planning advice throughout the month of March to help you, and your clients, deal with tax season.