tax law

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  7 All-Star Tax Experts: 7 Crisis-Tested Strategies

  By Marlene Y. Satter, AdvisorOne  |  April 1, 2013

  Strategies that were in place long in advance of the election, the fiscal cliff and the sequester are ticking along despite market booms and busts and worries over what might happen tomorrow.

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  Congress Gets Ready to Tackle Tax Reform, Budget

  By Melanie Waddell, AdvisorOne  |  March 19, 2013

  Congress is abuzz with activity this week as lawmakers start overhauling the tax code and plan to finish a continuing resolution to fund the government.

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  New Tax Law, Said to Squelch Giving, Could Actually Boost It

  By Michael S. Fischer  |  March 8, 2013

  An analysis of the new law as part of the fiscal cliff deal finds that it “has negligible effects on the tax incentive for charitable giving.” In fact, it increases the incentive to give.

• REITs: Building Attractive Growth

  By Ed McCarthy, CFP  |  February 22, 2013

  We see a lot to like here, and while we say that about several of the agency REITs, Capstead Mortgage (CMO) has moved a bit higher on our near-term favorites list.

• The Commodity Wave

  By Ron DeLegge, ETFguide.com  |  December 20, 2012

  As an asset class, commodities have always been like Rodney Dangerfield; they can’t get any respect.

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  What Will the Possible Fiscal Cliff Plans Cost Your Clients?

  By Gil Weinreich, AdvisorOne  |  November 29, 2012

  Your bread-and-butter client, an upper middle-class family with two children, earning $147,000 a year, would see their tax bill rise by $7,323 if we go over the fiscal cliff. They would fare better under the plans of the two political parties.

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  ‘Taxmageddon’ Is Coming. Are Your Clients Ready?

  By Marlene Y. Satter, AdvisorOne  |  October 29, 2012

  A wide-ranging webinar dealt with everything from the ramifications of the 2001 and 2003 Tax Act sunsets to tax provisions of health care reform and tax proposals by both presidential candidates.

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  Transitioning the Family Business for Retirement

  By Jim Fitts, Marshall Rowe  |  July 24, 2012

  Because these transitions are complex, involving many different experts, financial planners need to know when to take the lead.

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  IRS to Help Ex-Pats, Dual Citizens Catch Up on Tax Filings

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  July 7, 2012

  New procedures will cover missed tax returns and FBARs, based on taxpayers’ compliance risk profiles.

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  What I Do in My Practice, Pt. 3: My Role With Other Advisors

  By Mike Patton  |  March 12, 2012

  Sometimes an advisor's job is to be an ethical coordinator: a real-life example on perhaps not the best way to handle possible changes in the estate tax