Tax Planning

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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.

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  Happy Tax Freedom Day!

  By John Sullivan, AdvisorOne  |  April 18, 2013

  With a William Wallace-style cry of “Freedom!” millions of taxpayers will today reach a milestone.

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  IRA Cap Gives Rise to New Funding Strategies

  By John Sullivan, AdvisorOne  |  April 17, 2013

  As with the Whac-A-Mole carnival game, new regulation means new opportunity.

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  Hedge Fund Manager Paulson to Start Fund for Tax Reduction

  By John Sullivan, AdvisorOne  |  April 12, 2013

  In an era of increasing debate over income inequality, Occupy Wall Street and higher taxes for the wealthy, some are critical of John Paulson’s latest move.

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  Best and Worst States for Small Business in 2013

  By John Sullivan, AdvisorOne  |  April 9, 2013

  Despite the claims by advocates that lower taxes entice business, a new survey finds it’s actually something else.