Tax Planning

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  Senate Finance Mulls Charitable Giving Reform

  By Michael S. Fischer  |  June 17, 2013

  Overhaul of the charitable deduction and the political involvement of tax-exempt groups are two areas senators should examine, their staffers say in a new paper.

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  How Do I Advise Thee? Let Me Count the Ways: Live Blog, Day 2

  By Gil Weinreich, AdvisorOne  |  June 13, 2013

  Possibly the most valuable content at the Morningstar Investment Conference is a session on the subject of “gamma” whose applications have immediate take-home value for financial advisors.

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  HSAs: A Powerful Tool for Covering Clients’ Higher Health Care Costs Under ACA

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  June 11, 2013

  The looming deadlines for implementing many key Affordable Care Act (Obamacare) provisions have many of your clients wondering how they can cushion the impact of the rising premium costs they fear will accompany them. HSAs may be the way to go.

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  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.

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  Net Capital Gains Plunged 90% During Financial Crisis: IRS

  By Michael S. Fischer  |  June 4, 2013

  Capital gains fell while losses more than doubled from 2007 to 2009, according to the IRS' latest Statistics of Income Bulletin.

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  Where Does the Money Go in IRAs?

  By John Sullivan, AdvisorOne  |  May 23, 2013

  It’s a salient question asked and answered by the EBRI in its latest analysis of the savings plans.

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  Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?

  By Gil Weinreich, AdvisorOne  |  May 22, 2013

  Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.

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  What It Means to Be an Advisor

  By John Sullivan, AdvisorOne  |  May 21, 2013

  An outspoken group of top advisors convened at the Curian Conference in Chicago to sound off on everything from the political climate to women as a niche market to retirement income and behavior, and more.

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  3 Successful M&A Exit Strategies

  By John Sullivan, AdvisorOne  |  May 15, 2013

  If you have one buyer and one seller, you won’t get what you want, says one veteran dealmaker.

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  Lawmakers Launch Website to Crowdsource Tax Reform

  By Melanie Waddell, AdvisorOne  |  May 9, 2013

  Recognizing that Washington doesn’t have all the answers, Sen. Max Baucus and Rep. Dave Camp have debuted TaxReform.gov, where the public can weigh in.