Tax Planning Articles

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Obama Veto Threat On Tax-Break Bill Deepens Rift Among Democrats

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President Barack Obama’s threatened veto of a $400 billion-plus tax-break bill that would permanently extend some tax breaks but not others.

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U.S. Treasury Secretary: Tax Breaks Irresponsible

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Secretary Lew called a potential agreement to revive and extend lapsed tax breaks “fiscally irresponsible,” casting uncertainty over year-end negotiations in Congress.

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Cetera Offers Specialized Consulting Resources To Advisors

by FA Staff

The Advanced Planning Group is a team of legal, tax and estate planning experts that provide support to advisors.

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Close IRA Loopholes For Wealthy, Says GAO To Congress

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Congress’s investigative arm is urging lawmakers to close loopholes on significantly undervalued assets in IRAs.

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California Set To Take In $2 Billion More Revenue Than Forecast

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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.

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World Events Impact Clients' Tax Preparations

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Financial advisors should plan five to 10 years into the future for clients' taxes, an advisor warns.

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Stock Options Are Compensation, Not Investments, Says Law Firm Partner

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A portion of stock options should regularly be sold to create a diversified portfolio, says a partner with Hemenway & Barnes.

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10 Things To Ask Clients If They Can Live Without

by FA Staff

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.

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Wind Tax Credit Attacked As U.S. Debates Lapsed Breaks

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The wind energy tax credit may be imperiled as its most important backers in Congress lose clout.

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HD Vest Enhances 1040 Analyst Tool

by FA Staff

Based on advisor feedback since its launch in June, HD Vest has now added 12 new functions to the tax analysis tool.

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