Tax Facts

About Tax Facts

Specifically designed to be the go-to tax resource for financial advisors & planners, insurance professionals, CPAs, attorneys and other practitioners, Tax Facts is a reference solution that helps to answer critical tax questions with the latest tax developments. It is available in three annually updated print editions, as well as its web and Android/iOS app-based format, Tax Facts Online.

Tax Facts Online features questions and answers from all three printed Tax Facts editions and is continually updated throughout the year to help you stay on top of the latest tax information and legislation. You can access Tax Facts content anywhere, from any device, and find answers quickly and easily by searching for your desired term, regulation, concept, question
and more.

Both Tax Facts Online and all three print editions are written in a convenient question & answer format, making it easy to find and answer questions most frequently asked by clients.

Tax Facts print editions include:

Tax Facts on Insurance & Employee Benefits (Volumes 1 & 2): Tax information as it relates to these two critical business areas, showing how tax law and regulations are pertinent to financial planning practices.

Tax Facts on Individuals & Small Businesses: An authoritative resource for
professionals to help individual taxpayers and business owners maximize opportunities under today’s often complex tax rules.

Tax Facts on Investments: Provides clear, concise answers to complex tax questions specifically related to investment planning and transactions.

To learn more about the Tax Facts print editions, visit
www.NationalUnderwriter.com/TaxFactsSeries.

Tax Facts Online subscribers get access to exclusive newsletters, which deliver expert-authored tax analysis every week, as well as breaking news as it unfolds directly to their inbox through Tax Facts Intelligence Weekly and Tax Facts News Flash.

Tax Facts Premium Tools
Calculators
100+ calculators specifically designed to help you easily assist clients with specific planning situations and calculations.
Practice Guidance
Designed to help you discover new ways for which to build and maintain client relationships.
Concepts Illustrated
Specifically designed to help you easily assist clients with specific planning situations and calculations.
Tax Facts Archives
Access to the entire library of Tax Facts dating back to 2012 allowing you to look up the exact tax figures from prior years.