Tax Deductions
News updates about tax deductions advisors should consider for their clients.
March 10, 2015
2015 Tax Cheat Sheet for Advisors and Their ClientsFor tax year 2015, there are annual inflation adjustments for more than 40 tax provisions, including the tax rate schedules, and other tax changes.
February 11, 2015
Let’s get an LTCI armyIf you can't get new tax breaks, maybe you can improve the timing for the ones you have.
February 05, 2015
Obama, House Republicans Jockey on Charity Tax BreaksThe GOP wants to make three temporary tax breaks for donations permanent; Obama wants to cap the charitable tax deduction for high earners.
December 22, 2014
3 last minute tax tips for 2014While last minute holiday shopping is probably the main thing on your mind, its important that you dont let your tax strategy fall to the wayside.
December 22, 2014
3 last minute tax tips for 2014While last minute holiday shopping is probably the main thing on your mind, its important that you dont let your tax strategy fall to the wayside.
December 11, 2014
Coburn Calls for ‘Fairer, Flatter’ Tax CodeBest solution would be to throw it out and start again, but in the meantime, he calls for end to preferences on municipal bonds, carried interest, cash-value life insurance and credit unions.
December 04, 2014
5 Obscure Tax Breaks Congress Just ApprovedJust in time for the holidays, the House pulled together Wednesday night to revive dozens of tax breaks. Here are some of the most noteworthy.
October 03, 2014
10 least tax-friendly states for retireesIf your clients are looking for ways to cut expenses in retirement, stay away from these 10 states, where taxes are especially unkind to retirees.
July 08, 2014
Rising capital gains taxes: What’s an investor to do?In filing 2013 taxes, many Americans saw a sizeable bump compared to previous years, with the biggest hike on investment income.
July 08, 2014
Rising capital gains taxes: What’s an investor to do?In filing 2013 taxes, many Americans saw a sizeable bump compared to previous years, with the biggest hike on investment income.