Tax Planning

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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.

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  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.

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  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.

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  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.

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  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.

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  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.