Tax Planning

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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.

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  Obama Budget Endangers Some Estate Planning Techniques

  By Michael S. Fischer  |  March 21, 2013

  Loophole closure would severely reduce wealth planners’ arsenal.

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  IRAs and Taxes, Pt. 2: IRA Rollovers

  By Tax Facts Online  |  March 20, 2013

  The experts at Tax Facts Online on converting a retirement plan to a Roth IRA.

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  Congress Gets Ready to Tackle Tax Reform, Budget

  By Melanie Waddell, AdvisorOne  |  March 19, 2013

  Congress is abuzz with activity this week as lawmakers start overhauling the tax code and plan to finish a continuing resolution to fund the government.

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  IRAs and Taxes, Pt. 1: When Are IRA Funds Taxed?

  By Tax Facts Online  |  March 19, 2013

  The experts from Tax Facts Online on the tax treatment of individual retirement accounts.