Internal Revenue Service

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  Carving Out an Indie Niche; Boosting Client Communication: June Research—Slideshow

  By Editorial Staff  |  May 25, 2012

  The cover story of Research magazine's June issue, "Exploring Independence," looks at how ex-wirehouse advisors are carving out distinctive niches to build successful advisory practices.

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  Raising Billions for Charity Without Spending a Dime

  By Michael S. Fischer  |  May 24, 2012

  A report by Scripps Howard found that thousands of nonprofits raised billions while reporting ‘zero’ expenses.

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  Exploring Independence

  By Ellen Uzelac  |  May 24, 2012

  On his website, independent advisor Brian Solik bluntly describes himself as a “former Wall Street broker.”

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  What Constitutes Notice? IRS Rules on Employer-Owned Life Insurance

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 21, 2012

  Employer met notice requirement to exclude life insurance proceeds, agency rules.

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  The Proper Path to Integrated Wealth Management, Pt. 1: Trusts

  By James R. Cody, Harris myCFO  |  May 14, 2012

  The value of trusts to the high-net-worth client, and how to structure and monitor trusts, in particular, of GRATs.

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  IRS Steps Up Fight Against Identity Theft, Phishing

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  May 14, 2012

  As if worrying about taxes weren’t enough to handle, a troubled IRS looks to prevent and detect identity theft cases.

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  Will Wandry Forever Eliminate IRS Valuation Arguments?

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  May 10, 2012

  Valuing minority interests in a family-owned business can present a significant challenge to owners looking to take advantage of today’s high gift tax exclusion.

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  10 Best Tax States for Small Business

  By Joyce Hanson, AdvisorOne  |  May 8, 2012

  Looking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.

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  Double Down on Tax Benefits With HSAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  May 3, 2012

  In today’s uncertain tax environment, health savings can be as important as an actual retirement account to your client’s financial security.