Tax Planning Articles

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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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Consumers Expand Sources Of Investment Advice, Survey Says

by FA Staff

Consumers have increasingly sought investment advice from financial professionals, technology and employer-based programs over the past two years, according to a new study.

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The Affluent Advantage

by Russ Alan Prince

Advisors need affluent clients to generate enough revenue for meaningful personal wealth.

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