Tax Planning
Obama Won. Now What for the Fiscal Cliff, Dividends, and Taxes?
President Barack Obama swept to victory on Tuesday, securing four more years in the White House. Now what? What does the outcome mean for taxable investors and what should you and your clients be thinking about between now and the end of the year?
Year-End IRA Tax Tips
2012 is drawing to a close, and no one knows what tax rates and rules will prevail in 2013. Is there anything clients can do, now, with their retirement benefits that might help minimize taxes?
