1. SEI Survey: Increased Focus On Taxes Creates Opportunity For Advisors
(Matching tags: Advisor businesses,client service,client education,client retention,client satisfaction,Taxes,Tax Management,Tax Changes,tax planning)

SEI Identifies Tips for Advisors to Add Value through Tax-Managed Strategies Throughout the Year... ...

2. Seven Secrets To Deciphering The New Tax Code
(Matching tags: tax law,Taxes,Tax-efficient investing,tax planning)

The 2012 Tax Act created both new tax thresholds and tax brackets, redefining what it means to be "wealthy."   Questions and uncertainty remain in this post-crisis environment, mostly ...

3. Be Careful Not To Overlook Beneficial Changes In Tax Law For 2013 As You File Your Returns
(Matching tags: Taxes,tax planning,tax law)

With the sweeping changes in tax laws for 2013, there is a lot to watch out for when you file your return.   One area where taxpayers can be particularly vulnerable is with charitable contributions. ...

4. Don't Forget About Donor Advised Funds!
(Matching tags: charitable giving,philanthropy,tax efficient investing,tax planning,Tax-efficient investing,Taxes)

...  And, in between all of the hand holding, we’re dealing changing tax laws!  So, why would I suggest that this might be the time to consider donor advised funds?    ...

5. Tax Gain Harvesting - Another Perspective
(Matching tags: new tax rules,tax efficient investing,tax planning,Taxes,year end tax planning)

I have gone on record stating that I don't believe in tax gain harvesting (TGH) within taxable portfolios. I have plenty of reasons: * Clients hate to pay taxes. * There is no guarantee that ...

6. Medicare Surtax May Become Added Property Tax On Vacation Home And Investment Property Sales
(Matching tags: Taxes,tax planning,new tax rules)

The Medicare surtax kicks in next year and applies to certain types of interest, dividends, capital gains, and rents. This includes capital gains from property sales.  ...

7. Supreme Court To Hand Down Decision That Will Allow Same-Sex Couples To Benefit From Estate And Income Tax Deductions
(Matching tags: tax law,estate planning,tax planning)

A US Supreme Court decision is in the making that will affect advisors to same-sex couples. The question is of extending the marital estate tax deduction to same-sex couples in states where it is legal ...

8. Surprise Upholding Of New Healthcare Law Means You Should Be Talking To Your Clients Now
(Matching tags: healthcare,Congress,Taxes,tax planning)

... the entire bill, the high court reclassified what would have been a penalty for failure to comply to a tax that will be imposed if individuals fail to get coverage.  ...

9. Don't Listen To The So-Called Experts: Don't Harvest Gains!
(Matching tags: new tax rules,Taxes,year end tax planning,Tax-efficient investing,tax efficient investing,investing,tax planning,asset management)

The "experts" are recommending harvesting gains this year. Don't listen! The tax rates are going up, so it seems to make sense to recognize gains when the tax rates are low.  But, guess ...

10. Retirement Account Contributions Remain Tax-Free...For Now
(Matching tags: retirement planning,tax planning,Taxes)

Retirement accounts were up for a tax hit in Congress recently but slid by unscathed. The recently passed Republican budget included a measure to streamline six tax brackets into two and decrease the ...

11. High-Net-Worth "Buffett Rule" Back On Tax Screens
(Matching tags: tax planning)

As the election season approaches, it looks like Warren Buffett's pleas for a higher tax rate are finally being taken seriously, and your clients are undoubtedly feeling the heat.  ...

12. Tax Treatment Of Incentive Options Can Affect Portfolio Management
(Matching tags: active management,asset management,investment strategies,tax planning)

Tax treatment of incentive options your client may own can affect your client’s overall portfolio management. Although seemingly a tax issue, understanding the rules affecting the sale of stock ...

13. Market's Surge Means Investors Need To Start Thinking About Tax Aspects Of Fund Investing
(Matching tags: tax efficient investing,tax planning,mutual funds)

The market bottomed three years ago and has jumped 21% on an annualized basis since that time. That means capital gains distributions could be on the horizon, at the same time the long-term capital gains ...

14. Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
(Matching tags: tax efficient investing,estate planning,Wealth Management,tax planning,financial planning,high net worth,client communications,prospecting,fiduciaries,advisor industry people)

  Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually. ...

15. Huge Opportunity For Your Clients' Portfolios!
(Matching tags: security,tax planning,asset management)

... method, average cost, unless a taxpayer elects another method.  Beginning in 2012, a taxpayer that wants to revoke the average cost method can do so within one year or, if earlier, by the date of ...

16. Financial Planning Ideas For You And Your Clients
(Matching tags: estate planning,financial planning,investing,roth ira conversion,retirement plans,tax efficient investing,tax planning,year end tax planning)

In spite of the uncertain and ever-changing tax laws, there are some significant financial benefits to be obtained by considering tax incentives and opportunities.  Below is a handy checklist:  ...

17. Estate and Charitable Giving Planning For You And Your Clients
(Matching tags: year end tax planning,estate planning,legacy,tax planning,financial planning,philanthropy)

... their money before they go, or they want to donate their estates to Uncle Sam, estate and charitable planning are critical.  In spite of the uncertain and ever-changing tax laws, there are some ...

18. Cut Your Clients' And Your Own Personal Income Taxes!
(Matching tags: year end tax planning,Internal Revenue Service,IRS,tax planning,financial planning)

By taking a look at your (or your clients’) tax situation now, you might be able to reduce the bite Uncle Sam takes out of your hard-earned savings.  Below is a handy checklist:  ...

19. Morgan Stanley Executive Urges Congress: Tax The Rich
(Matching tags: high net worth,tax planning)

The debate over whether Washington should raise cash by raising tax rates on the richest Americans has reached the wirehouses as the chief financial officer of Morgan Stanley appears to be arguing against ...

20. With Tax Law Changes So Uncertain, How Should Advisors Approach Year-End Tax Planning?
(Matching tags: year end tax planning,estate planning,Internal Revenue Service,IRS,planning,tax planning,Congress)

With the time for year-end tax planning upon us, advisors should step back, get some perspective, and ask themselves. With so much uncertainty about how tax laws might change in the months ahead, how ...