Tax

Receive Two Continuing Education Credits For Today’s Webinar, "75 Ways To Generate Tax-Alpha (Part 1)" by Bob Keebler -- Plus Big Discounts On Bob's Tax Aides For Advisors

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by agluck     May 29, 2014      0.0 (0) Bob Keebler at 4 p.m. ET today delivered the first installment of a two-part webinar program, entitled, “75 Ways To Generate Tax-Alpha.” Replaying the special 100-minute session will give you twice as much CPE as our usual one-hour sessions, and Part 2 will also be a two-credit session and Part 3. In addition, attendees at today&rsq

Discount Code For A4A Members For My StockOptions.com -- A Great Resource With Tax Season Upon Us

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by agluck     March 07, 2014      0.0 (0)   To receive a $25 discount on a one-year Premium Membership (offer good until April 1, 2014), enter the promotional code TAXBACK2014 in the registration/upgrade form, or click here to sign into your existing membership and then upgrade.   Mystockoptions.com’s Tax Center teaches the withholding, reporting, and filing rules f

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Medicare Surtax On Investment Income - Beware!

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by SherylCPA     January 07, 2014      0.0 (0) As of 2013, your clients might be impacted by the by the 3.8% Medicare Surtax. And, if they are, they might ask you, their advisor, for an explanation! It's important to know how the calculation works before you can determine if a client will be affected and whether there's anything you can do about it. 

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You Are About To Run Out Of Time To Warn Clients About The New 3.8% Surtax On Net Investment Income

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by agluck     December 21, 2013      0.0 (0) The new 3.8% surtax on income, known as the net investment income tax (NIIT), is going sneak up on a lot of clients when it shows up for the first time ever on 2013 tax returns. You are about to run out of time to check in with clients to see if they can avert this new tax on net investment income and a bad tax surprise. That's not a lot of tim

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Averting State Estate Taxes With Non-Grantor Trusts, Transferring Digital Assets At Death, And The Portability Election: An Update On Estate Planning For Financial Planners

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by gideonr212     December 02, 2013      0.0 (0)     Using Incomplete Non-Grantor Trusts To Avert State Income Tax On Capital Gains Recently, the IRS issued a private letter ruling (PLR 201310002) after several years of silence on the issue of incomplete non-grantor trusts.  By way of background, individuals who live in high tax states and who have significant apprecia

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