Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Tax Planning Advice: Help Clients Organize Their Documents—Andrew Rice
By Andrew RiceGetting clients to organize their tax documents can be time well spent.
February 15, 2011
Obama Budget 2012: Tax Changes Would Hit Wealthy ClientsHigher tax rates and fewer itemized deductions could raise taxes for those earning more than $250,000.
January 18, 2011
Cash Flow Change Generates Tax DeductionA bit of charity, plus cash flow management in an IRA can boost tax benefit.
December 29, 2010
Outlook 2011, Tax Planning: Big Changes From Tax Bill; Extended DeadlinesIRS offers advisors many reasons to connect with clients as tax planning gets underway for 2011.
December 13, 2010
Vote on Tax Cuts and Jobless Aid; Support for Euro: Advisor Briefing for the Week of Dec. 13, 2010This week's top news centers around taxes, estate planning and jobs, leavened by the final FOMC confab of the year.
November 17, 2010
Distinguished Group of Former Politicians Calls for Deep CutsA bipartisan group of budget experts unveiled a bold plan to curb the deficit and overhaul the tax code Wednesday.
November 12, 2010
Five Crucial Tax Issues for Wealthy in Deficit Reduction PlanHow the commission's plan for taxes impacts high-net-worth investors.
November 01, 2010
5 things you should know about e-marketingAn agency owner tried to launch an e-marketing campaign. He used a marketing firm's e-mail platform, and purchased 30,000 e-mails from a vendor they suggested. He received no opportunities--only spam complaints.