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Tax Planning Articles
President Barack Obama’s threatened veto of a $400 billion-plus tax-break bill that would permanently extend some tax breaks but not others.
Secretary Lew called a potential agreement to revive and extend lapsed tax breaks “fiscally irresponsible,” casting uncertainty over year-end negotiations in Congress.
The Advanced Planning Group is a team of legal, tax and estate planning experts that provide support to advisors.
Congress’s investigative arm is urging lawmakers to close loopholes on significantly undervalued assets in IRAs.
Through higher tax rates and a rainy-day reserve, California’s creditworthiness has improved more than any U.S. state since the recession ended in 2009.
Financial advisors should plan five to 10 years into the future for clients' taxes, an advisor warns.
A portion of stock options should regularly be sold to create a diversified portfolio, says a partner with Hemenway & Barnes.
An advisor offers this list that can be used to review expenditures with clients and help them find ways to cut back and still be very happy.
The wind energy tax credit may be imperiled as its most important backers in Congress lose clout.
Based on advisor feedback since its launch in June, HD Vest has now added 12 new functions to the tax analysis tool.
Financial Advisor Blogs
Portfolio Manager Insights
Gary Antonacci packs an enormous amount of challenging detail into his new book on an investing strategy he developed more than 40 years ago and still supports today, says our book reviewer. + Read more
There’s an intricate connection between the two that advisors should understand, says columnist Robert Laura. + Read more