Tax Deductions
News updates about tax deductions advisors should consider for their clients.
7 mistakes to avoid on your 2012 tax return
By Rick RodgersConsider several frequently missed deductions, including excess Roth contributions and dividend reinvestments, to get the most of your tax return.
January 08, 2013
What the fiscal cliff compromise means for your clients' taxesFrom estate to income tax bills, a look at how the last-minute solution will impact your clients.
January 08, 2013
What the fiscal cliff compromise means for your clients' taxesFrom estate to income tax bills, a look at how the last-minute solution will impact your clients.
January 04, 2013
Fiscal Cliff Law: Clients’ Taxes, What’s Next, and How to PlanAll you need to know about the American Taxpayer Relief Actboth good and badand how it will affect your clients and their planning.
December 28, 2012
U.S. economy could handle short fall over cliffAs long as both sides continue to negotiate, the impact may not be so bad for most Americans.
December 28, 2012
U.S. economy could handle short fall over cliffAs long as both sides continue to negotiate, the impact may not be so bad for most Americans.
December 19, 2012
Charitable giving: Should your high-net-worth clients wait till next year?For the wealthy, tax-deductible charitable donations could be a thing of the past ... or become more valuable than ever.
December 19, 2012
Charitable giving: Should your high-net-worth clients wait till next year?For the wealthy, tax-deductible charitable donations could be a thing of the past ... or become more valuable than ever.