Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Americans not tax-smart about investment solutions
By Warren S. HerschMost Americans are confident they take advantage of all tax deductions, but many admit they are not tax-smart when investing.
January 27, 2014
MLPs: Facts for Advisors, ClientsWhy should investors consider MLPs? Securities paying income can help mitigate the effect of fluctuating stock prices. MLPs are an income-oriented investment;…
January 10, 2014
4 tax prep reminders for independent advisorsAre you properly prepared for tax season and well-versed on some advantages you can take?
January 10, 2014
4 tax prep reminders for independent advisorsAre you properly prepared for tax season and well-versed on some advantages you can take?
December 16, 2013
9 tax breaks expiring at year’s endMake sure your clients take advantage before it's too late.
December 16, 2013
9 tax breaks expiring at year’s endMake sure your clients take advantage before it's too late.
December 13, 2013
New Year’s tax changes: what to expectMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.
December 13, 2013
New Year’s tax changes: what to expectMany of the changes are indexed to inflation, and with the CPI running at a tepid 1.0 percent, the increases are modest.