Tax Planning

• 

  529 College Savings Plans: Never Too Late to Start

  By John Sullivan, AdvisorOne  |  April 8, 2013

  Late college saving is better than no college saving, says WSJ's Rosenthal.

• 

  Helping Clients Plan for (Likely? Inevitably?) Higher Taxes

  By Mike Patton  |  April 8, 2013

  How I use simulations on the future effective tax rate to stress-test client portfolios.

• 

  Experts’ Tax Strategies; Power in Practice; Growth by Design: April Investment Advisor—Slideshow

  By Editorial Staff  |  April 1, 2013

  We may only be certain about death and taxes, but at least one of them doesn’t have to be inconvenient.

• 

  Taxes and the States: Which Take the Biggest Bites?

  By Mike Patton  |  April 1, 2013

  Governments are always looking to tax, and in these states, you can expect to find steep taxes on wireless services, lottery winnings, property and more.

• 

  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.

• 

  The Most Wonderful Time of the Year

  By John Sullivan, AdvisorOne  |  April 1, 2013

  At this point, supply-side economics have been examined, analyzed, debated, celebrated and rejected ad nauseam.

• 

  Real Estate and Taxes: Benefits, and Limitations, of Investment

  By Tax Facts Online  |  March 28, 2013

  The experts at Tax Facts Online look at the tax implications of real estate ownership.

• 

  How to Tax-Manage Your Client’s Portfolio

  By Joyce Hanson, AdvisorOne  |  March 27, 2013

  It’s tax time. Do you know where your client’s assets are allocated?

• 

  Top 12 Tax Scams: IRS’ Dirty Dozen for 2013

  By Michael S. Fischer  |  March 27, 2013

  The IRS is onto these fraudsters, from sophisticated computer scammers to opportunists posting fliers on church bulletin boards.

• 

  Precious Metals and Taxes: What to Expect With Transactions

  By Tax Facts Online  |  March 27, 2013

  The experts at Tax Facts Online on how sales of precious metals are taxed.