Tax Planning

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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.

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  The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity Trap

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 7, 2013

  You and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.

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  Remind Clients of the Non-Market Returns You Provide: 7 Examples

  By Andrew Rice, Money Management Services  |  May 4, 2013

  Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.

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  Offshore Tax Evaders Taking Big Risk, Former IRS Attorney Says

  By Gil Weinreich, AdvisorOne  |  April 30, 2013

  Many taxpayers, in an effort to avoid onerous penalties and back taxes, are not joining the IRS’ tax amnesty programs, instead making "quiet disclosures" that could backfire, a former IRS attorney says.

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  Online Sales Tax Bill Seen as Rife With Unintended Consequences

  By Melanie Waddell, AdvisorOne  |  April 23, 2013

  Lawmakers and officials from the retirement planning and securities industries are coming out against an online financial transaction tax bill that they say would hurt retirement savers, small businesses and investors.

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  Despite Higher Taxes, Affluent Americans Will Continue to Spend

  By John Sullivan, AdvisorOne  |  April 22, 2013

  A new study adds fuel to the fire over the impact of higher taxes on discretionary spending.

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  Simpson, Bowles Reduce New Deficit Plan to Prod Congress

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Like Jackie Gleason’s Buford T. Justice in 1977’s Smokey and the Bandit, Alan Simpson and Erskine Bowles are not giving up.