1. Retirement Account Contributions Remain Tax-Free...For Now
(Matching tags: retirement planning,tax planning,Taxes)

Retirement accounts were up for a tax hit in Congress recently but slid by unscathed. The recently passed Republican budget included a measure to streamline six tax brackets into two and decrease the ...

2. High-Net-Worth "Buffett Rule" Back On Tax Screens
(Matching tags: tax planning)

As the election season approaches, it looks like Warren Buffett's pleas for a higher tax rate are finally being taken seriously, and your clients are undoubtedly feeling the heat.  ...

3. Tax Treatment Of Incentive Options Can Affect Portfolio Management
(Matching tags: active management,asset management,investment strategies,tax planning)

Tax treatment of incentive options your client may own can affect your client’s overall portfolio management. Although seemingly a tax issue, understanding the rules affecting the sale of stock ...

4. Market's Surge Means Investors Need To Start Thinking About Tax Aspects Of Fund Investing
(Matching tags: tax efficient investing,tax planning,mutual funds)

The market bottomed three years ago and has jumped 21% on an annualized basis since that time. That means capital gains distributions could be on the horizon, at the same time the long-term capital gains ...

5. Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
(Matching tags: tax efficient investing,estate planning,Wealth Management,tax planning,financial planning,high net worth,client communications,prospecting,fiduciaries,advisor industry people)

  Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually. ...

6. Huge Opportunity For Your Clients' Portfolios!
(Matching tags: security,tax planning,asset management)

... method, average cost, unless a taxpayer elects another method.  Beginning in 2012, a taxpayer that wants to revoke the average cost method can do so within one year or, if earlier, by the date of ...

7. Financial Planning Ideas For You And Your Clients
(Matching tags: estate planning,financial planning,investing,roth ira conversion,retirement plans,tax efficient investing,tax planning,year end tax planning)

In spite of the uncertain and ever-changing tax laws, there are some significant financial benefits to be obtained by considering tax incentives and opportunities.  Below is a handy checklist:  ...

8. Estate and Charitable Giving Planning For You And Your Clients
(Matching tags: year end tax planning,estate planning,legacy,tax planning,financial planning,philanthropy)

... their money before they go, or they want to donate their estates to Uncle Sam, estate and charitable planning are critical.  In spite of the uncertain and ever-changing tax laws, there are some ...

9. Cut Your Clients' And Your Own Personal Income Taxes!
(Matching tags: year end tax planning,Internal Revenue Service,IRS,tax planning,financial planning)

By taking a look at your (or your clients’) tax situation now, you might be able to reduce the bite Uncle Sam takes out of your hard-earned savings.  Below is a handy checklist:  ...

10. Morgan Stanley Executive Urges Congress: Tax The Rich
(Matching tags: high net worth,tax planning)

The debate over whether Washington should raise cash by raising tax rates on the richest Americans has reached the wirehouses as the chief financial officer of Morgan Stanley appears to be arguing against ...

11. With Tax Law Changes So Uncertain, How Should Advisors Approach Year-End Tax Planning?
(Matching tags: year end tax planning,estate planning,Internal Revenue Service,IRS,planning,tax planning,Congress)

With the time for year-end tax planning upon us, advisors should step back, get some perspective, and ask themselves. With so much uncertainty about how tax laws might change in the months ahead, how ...

12. 2011 Year-End Tax Planning Ideas That Advisors Can Use With Clients
(Matching tags: tax planning)

The 2011 tax year has certainly proven to be a tumultuous year, especially from an investment standpoint. With some careful planning, though, there are some opportunities to be taken during this downtime. ...

13. Answers To Tax-Efficient Investing Questions From Advisors
(Matching tags: Tax-efficient investing,tax planning,real estate)

What do you think of investments in real estate investment trusts (REITs) in the current economic environment? Are low-income housing tax credits a viable tool for long term tax planning? How is estimated ...

14. Planning For Domestic Partners
(Matching tags: estate planning,financial advisor,client satisfaction,tax planning,niche,financial planning,retirement plans,niches)

Domestic partners have unique financial planning needs.  Whether lesbian, gay, bisexual or transgender (LGBT) individuals, or heterosexual couples who choose not to marry, navigating the complex financial ...

15. The Special Needs Trust Exception
(Matching tags: trusts,IRS,tax planning)

In PLR 201116005, the Internal Revenue Service demonstrated a trait that is not at the forefront of most taxpayer’s minds: compassion.   ...

16. Oops! The "30 Days Before" Wash Sales Rule
(Matching tags: investing,tax planning,rebalancing)

In my recent posting, I gave an example of the “30 days before” aspect of the wash sale rules as follows:

17. Where Can Financial Advisors Learn Advanced Tax Planning Techniques?
(Matching tags: tax efficient investing,tax planning)

When advisors face a complex tax-planning situation, they’re often quick to refer the client to outside help. A better result would be to understand the basics of these advanced strategies enough ...

18. IRS Offers Forgiveness For Missed SEPP Distribution
(Matching tags: IRA,SEPP,IRS,tax planning)

In a surprising decision by the IRS, a taxpayer who did not take the full amount of a series of equal periodic payments (SEPP) was not considered to have modified the SEPP, saving the taxpayer a 10% early ...

19. Rising Market Means Advisors Must Consider Tax-Efficient Strategies, But They Don't Always Work
(Matching tags: tax planning,mutual funds)

Mutual funds are again building capital gains, which is good news for everyone, including the tax man.  ...

20. Harvesting Tax Losses Can Be Less Effective Than Some Advisors Think, Professor Says
(Matching tags: tax planning)

Selling securities at a loss to offset capital gains taxes can result in delaying, rather than eliminating, a tax bill.  ...