Tax Deductions
News updates about tax deductions advisors should consider for their clients.
Long term care guides available
By Staff WriterThe American Association for Long-Term Care Insurance announced their publication of two new guides explaining 2010 tax deductibility rules and limitations.
May 04, 2009
Obama Hits Tax HavensA new effort to discourage companies from setting up headquarters offshore to avoid U.S. income taxes could affect some insurers more than others.
December 01, 2008
Key Tips for advisors during a turbulent market1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
November 30, 2008
Key Tips for advisors during a turbulent market1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
July 01, 2008
Avoid These 15 Tax Traps!Multiple tax and estate planning pitfalls can arise when dealing with international clients, defined as non-U.S. citizens who are either resident aliens or nonresident aliens,...
June 18, 2008
Two AMT Patches Introduced; House Panel Approves Rangel VersionThe House Ways and Means Committee was set to consider legislation on June 18 introduced the previous day by Chairman Charles Rangel (D-NY) that would protect middle-class families from the alternative minimum tax (AMT) this year. The bill, the Alternative Minimum Tax Relief Act of 2008 (H.R. 6275), would ensure...
November 09, 2007
House Dems Vote on AMT BillThe U.S. House of Representatives today passed by a vote of 216-193 H.R. 3996, the Temporary Tax Relief Act of 2007, which would ensure that no additional...
October 01, 2007
Love Those Taxes!Just a year ago in an Investment Advisor cover story and follow-up (October 2006, "Eureka," and November 2006 Wealth Advisor column, "Digging Deeper"), we described...