Tax Planning

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SEC Charges HD Vest With Failing To Supervise Registered Representative

by FA Staff

The SEC today charged Irving, Texas-based HD Vest with violating customer protection rules after failing to adequately supervise Lewis J...

Prepare To Wait For Tax Help


Excruciatingly long holds on IRS's help line this year mean that taxpayers need to find better ways to get their questions answered.

Sailing To The Coasts

by Eric Rasmussen

Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.

529s Still A Haven (For Now)


Reaction to Obama’s proposal shows how prized 529 plans are.

How New York Hunts Down Tax Refugees


Few states are as strict about residency rules as New York, which means that if New Yorkers want to leave—and take state tax revenue along with them—they must prove they really are gone.

SEI Launches Advisor Tax Planning Academy

by FA Staff

The program consists of three, hour-long educational webinars designed to teach advisors new tax strategies that can add more value to their client relationships.

Obamacare Prompts Corporate Shrug


The Patient Protection and Affordable Care Act is putting a mere dent in profits, say many of the biggest employers.

Why Identity Thieves Are Targeting Your Clients' (And Your) Tax Returns


Avoiding tax software will not prevent your refund from being stolen, and neither will anything else, say security and tax experts.

Why Canada's Snowbirds Are Under U.S. Scrutiny


Canadians who normally head south of their border for warmer weather are keeping closer track of their time in the United States because if they stay too long, they could lose their Canadian health...

HD Vest Adds New Features To Analysis Tool

by FA Staff

HD Vest Investment Services has added enhancements to its 1040 Analyst tool.

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