Medicare

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  House Passes Fiscal Cliff Bill, Averting Plunge—for Now

  By ALAN FRAM, Associated Press  |  January 2, 2013

  House passes Senate bill, 257-167, shortly before midnight, sending legislation to President Barack Obama to sign.

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  House Takes Up Senate’s Fiscal Cliff Bill

  By Andrew Taylor, Associated Press  |  January 1, 2013

  Legislation to negate a fiscal cliff of across-the-board tax increases and sweeping spending cuts to the Pentagon and other government agencies is headed to the GOP-dominated House after bipartisan, middle-of-the-night approval in the Senate.

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  Who Will Be Subject to Obamacare Net Investment Tax?

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  December 20, 2012

  IRS provides guidance on Obamacare 3.8% investment income tax, including who is affected, and on the Additional Medicare Tax.

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  A Toll Road as Metaphor for the Fiscal Cliff

  By Andrew Rice, Money Management Services  |  December 20, 2012

  As the country drives toward the fiscal cliff, a metaphor on taxes and capitalism.

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  Best 5 Investment Picks for 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  One thing seems clear about the market's direction in 2013: Investors seeking yield–isn’t everybody nowadays–will find more joy in equities than in fixed income.

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  Gen X Drew Financial Short Stick: Financial Finesse

  By Danielle Andrus, AdvisorOne  |  December 13, 2012

  Gen Xers between the ages of 30 and 44 have suffered from market downturns and are generally worse off than millennials and boomers, says a new Financial Finesse study.

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  Fiscal Cliff Tax Backlash: 4 Hits Your Clients Will Take—A Case Study

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  December 12, 2012

  As fiscal cliff negotiations continue in Washington, a case study of the four major tax repercussions of a typical client couple should we go over the cliff.

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  Year-End Tax Strategy: Pairing a Roth Conversion With a DAF

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  December 4, 2012

  A year-end tax planning strategy that may be just right for some clients facing the likelihood of increased income tax liability.

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  T. Rowe’s In-House Doctor Gives Healthcare Stock Picks for 2013

  By Joyce Hanson, AdvisorOne  |  November 28, 2012

  T. Rowe Price’s doctor is in–and diagnosing where the best stock picks can be found in the healthcare sector as reforms take hold next year.

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  Compromise Time? Eliminating the Fiscal Cliff With Current Tax Rates

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  November 21, 2012

  The presidential election is behind us but the clock is still ticking on tax increases scheduled to take effect January 1. One solution involves capping deductions while reducing tax spending for all taxpayers.