Tax Planning

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  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.

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  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?

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  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.

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  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.

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  Energy MLPs & Taxes: Under Scrutiny, but Still Churning Out Returns

  By Janet Levaux, AdvisorOne  |  March 26, 2013

  Legislators continue to zero in on partnerships, though most energy firms seem likely to avoid major impact, experts say.

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  ETFs and Taxes: What Are the Advantages of Ownership?

  By Tax Facts Online  |  March 26, 2013

  The experts at Tax Facts Online break down the tax advantages of owning ETFs.

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  Altering of 401(k) Tax Incentives Alarms Retirement Industry

  By Danielle Andrus, AdvisorOne  |  March 25, 2013

  With so many people covered by 401(k)s, it’s clear that the impact of changes to their tax treatment could be substantial.

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  Gas and Cigarettes: The Tax Sticks That Keep On Hittin’

  By Mike Patton  |  March 25, 2013

  A look at how federal and state taxes hit car owners and smokers: are they meant to change behavior or just raise revenue?

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  Charitable Giving and Taxes: Determining a Property’s Fair Market Value

  By Tax Facts Online  |  March 22, 2013

  The experts at Tax Facts Online on how the fair market value of a property donation is determined.

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  Obama’s Effort to Limit Charitable Deductions Faces House Pushback

  By Michael S. Fischer  |  March 21, 2013

  The Senate’s budget seeks to limit the amount by which affluent taxpayers can itemize deductions, including charitable donations. But the plan is unlikely to go far in the House.