Tax Planning Articles

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Tax Changes Force Portfolio Reviews

by FA Staff

Recent changes in the tax laws are prompting advisors to review clients' portfolios to search for ways to save money, study says.

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Wealthiest Pay Higher Taxes With Scant U.S. Economic Harm

by

As the political fight over raising taxes for high-income Americans fades away, so are predictions for negative economic fallout.

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Baby Boomers Get Failing Grade On Retirement Tax Rules

by FA Staff

Older Americans know more about how lottery winnings are taxed than the tax rules that apply to retirement income, a new study shows.

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Last-Minute Warning Sounded On Bad Tax Preparers

by

Incompetence and corruption is widespread among workers who help Americans prepare their returns, a consumer advocate told a Senate Finance Committee hearing.

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Tax Reform: Don’t Discourage Much-Needed Retirement Saving For Economic Growth

by Pinar Çebi Wilber

Recent tax reform proposals have targeted tax-deferred retirement accounts to raise revenue to pay for other parts of their plans, says this economist.

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Credit Suisse Increases Provision For U.S. Tax Deal

by

Credit Suisse has increased the funds it has set aside to settle a U.S. tax dispute and avoid prosecution for helping wealthy Americans hide cash from the taxman.

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The Rise Of The Robo Advisors

by Eric Rasmussen

Are online advisory platforms like Bill Harris’ Personal Capital a friend or foe to flesh-and-blood advisors?

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True Believer

by Marla Brill

Lyle Fitterer sounds like a true believer when describing the attractiveness of municipal bonds versus other sectors of the fixed-income universe...

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Taxing Matter

by Jeff Schlegel

In the debate over taxes, black-and-white conclusions often ignore the multiple shads of gray embedded in this complicated issue.

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Taxpayers Confident On Deductions

by FA Staff

Taxpayers are confident about tax returns, but not knowledgeable about tax-efficient investing, a survey says.

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