Tax Planning Articles

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Dealing With Clients Who Cling To Their Losing Stocks

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Clients sometimes won't sell losing stocks out of ignorance or emotional attachment, advisors say.

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NYC Teachers Union Wants To Tax The Rich For Smaller Classes

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New York City’s teachers union called for raising taxes on 90,000 absentee luxury apartment owners to pay for smaller class sizes for kindergarteners through third grade.

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Beacon Pointe Wealth Advisors Adds $500 Million Team

by FA Staff

Four advisors have joined the firm as partners in Scottsdale, Ariz.

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MLPs In Play

by Eric L. Reiner

Master limited partnerships’ high yields and promising growth prospects come with tax quirks.

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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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