Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning
Published on March 20, 2013
Tax Planning
Overview:
Income Tax Planning has implications in all areas of Personal Financial Planning. Find out more about Income Tax Planning in the context of Personal Financial Planning
Published on January 18, 2011
Tax Efficient Rebalancing
Webcast:
Tax Efficient Rebalancing Web Seminar - originally aired on 2/11/2010
Published on August 12, 2010
Tax Issues for People Affected by Disaster
Article:
People who suffer losses from natural or manmade disasters may be eligible for certain tax benefits, including the deduction for casualty losses. Find out what losses may be deducted under the complex casualty loss rules and the documentation needed to support any allowable deduction...
Published on October 01, 2012
Estate Planning Landscape Overview
Presentation:
The webinar covers planning opportunities for 2012 regarding use of the (possibly expiring at the end of 2012) $5 million gift tax exemption and portability. It will include discussion of various estate planning techniques that estate planners may want to consider for clients now as they take some time to
Published on October 17, 2012
Tax Return Checklist
Presentation:
Financial planners will explain how you can use your tax return to create a comprehensive financial plan
Published on April 22, 2013
Taxes. Start Your Money Plan Here - Audio
Audio:
Financial planners will explain how you can use your tax return to create a comprehensive financial plan
Published on April 22, 2013
Taxes Start Your Money Plan Here
Presentation:
Presentation material for web seminar where Mackey McNeill leads a consumer-oriented discussion on using the tax return for financial planning in plain English
Published on October 26, 2012
Tax Asset Buckets
Presentation:
...web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
Published on January 18, 2013
Taxes. Start Your Money Plan Here
Presentation:
Financial planners will explain how you can use your tax return to create a comprehensive financial plan
Published on April 11, 2013
Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
News:
On Wednesday, December 15th, the Senate passed “Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010,” the tax compromise package to extend 2001 and 2003 tax cuts by a vote of 81-19. The House...
Published on December 21, 2010
Tax-Efficient Draw Down Strategies
Tools:
This chart from Bob Keebler covers key draw-down concepts, strategies, asset classes, and more in an easy-to-reference matrix.
Published on October 17, 2012
Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
Tools:
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in...
Published on May 01, 2013
Introduction to Personal Income Tax Planning
Article:
Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies...
Published on August 26, 2010
Checklist Tax Return Review for Personal Financial Planning Needs
Checklist:
A tax client decides it's time to approach you for assistance with their finances or you believe they could benefit from your services. Use this checklist to identify planning opportunities...
Published on March 24, 2011