22 Days of Tax Planning Advice for 2012

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  ETFs Lessen IRS’ Sting at Tax Time

  By Joyce Hanson, AdvisorOne  |  April 9, 2012

  At tax time, one of the reasons to love ETFs becomes crystal clear: tax efficiency, says Schwab's Michael Iachini.

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  Estate Planners: 9 Months Left for Tax-Free Transfer of $10 Million

  By Gil Weinreich, AdvisorOne  |  March 30, 2012

  Financial advisors catering to HNW investors have just nine months to help clients transfer more than $10 million to their heirs free of estate taxes before generous exemptions expire at the end of this year.

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  Tax Planning and Insurance, Pt. 2: Estate Taxes and Life Insurance

  By Tax Facts Online  |  March 28, 2012

  Asked and answered by Tax Facts Online: When can a beneficiary of life insurance proceeds be held liable for payment of federal estate tax falling on the insured’s estate?

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  Tax Planning and Insurance, Pt. 1: Tax Treatment of LTC Benefits

  By Tax Facts Online  |  March 28, 2012

  From Tax Facts Online, a warning to stay aware of the limit on the amount of qualified long-term care benefits that may be excluded from income.

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  What I Do in My Practice, Pt. 5: Taxes and Home Buying

  By Mike Patton  |  March 27, 2012

  Yes, it’s a good time to buy, considering the prices available in much of the country. But don’t forget the tax issues when buying a rental home.

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  Top 5 Tax Audit Triggers to Avoid

  By Marlene Y. Satter, AdvisorOne  |  March 26, 2012

  A few easy steps can help keep the IRS from digging too deeply into your clients’ tax returns.

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  Tax Planning Tips to Maximize Charitable Giving’s Impact

  By Michael S. Fischer  |  March 23, 2012

  After 25 years in practice, Susan Colpitts feels it’s too early to have any idea what the tax environment might be like in 2013, and offers some advice to protect clients.

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  Smart Tax Planning Now: 22 Days of Tax Planning Advice for 2012—Final Update

  By James J. Green, AdvisorOne  |  March 22, 2012

  AdvisorOne's annual monthlong special report providing a calendar of practical advice and strategic insights on a host of tax planning topics for advisors and their clients.

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  Employee Benefits and Taxes, Pt. 2: Tax Treatment of Lump Sum Distributions

  By Tax Facts Online  |  March 21, 2012

  From Tax Facts Online, a look at special tax treatments for lump sum distributions from a qualified plan.

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  Employee Benefits and Taxes, Pt. 1: Tax Treatment of Section 83 Deferred Comp

  By By Tax Facts Online  |  March 20, 2012

  From Tax Facts Online, a look at tax consequences to both employees and employers on Section 83 funded deferred compensation agreements.