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IRS
A tax guide for entrepreneurs
A checklist for advisors who have clients looking to launch a new business.
IRS adds video chat option for tax appeals: Tax Strategy Scan
The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.
Kitces: When and how to deduct long-term care insurance
The right strategy can save clients thousands of dollars, although the options are complicated.
What women need to do to catch up in retirement: Tax Strategy Scan
With smaller paychecks and longer life expectancies than men, one strategy includes moving their IRA assets into a Roth to reap the tax advantages.
Voices
From racehorses to gold bars, what planners must know about alt investing
Kimberly Foss
President and founder
Empyrion Wealth Management
Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.
Gold coins, pot bust and fake REIT send ex-Ameriprise broker to prison
He confessed months after he was caught with 136 pounds of marijuana, investigators say.
Little known tax tips to minimize your clients’ bills: Tax Strategy Scan
Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.
Tips to boost business travel deductions: Tax Strategy Scan
Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.
HNW clients find tax shelter in conservation easements
The accounting method can deliver attractive savings, along with protecting nature or farmland.
Use pretax money for child care costs: Tax Strategy Scan
Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.
See more IRS
