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  1. Articles

    Obamacare stands, solidifying health care planning

    Supreme Court rules that U.S. tax subsidies are legal for all health insurance exchanges, allowing for more long-term financial planning.

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    Lawmakers consider lower tax rate for intellectual property housed in the U.S.

    The idea — known as a patent box or innovation box — would help companies trying to maintain low tax rates they've achieved by booking income in overseas tax havens.

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    Supreme Court rulings imminent in cases with financial planning implications

    High court is set to announce opinions in two cases — one on same-sex marriage and another on health care — that will impact the advice financial planners deliver to clients.

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    An adviser's touch can improve tax aware investing

    Robo-advisers can miss key details when planning for high-net-worth investors.

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    Wealthy want more than a tax break from charitable donations

    Wealthy Americans think more strategically about their charitable gifting than one might expect. About three-quarters of donors in a new survey said driving forces included an interest in lowering capital gains taxes or being able to give more to charities by using donor advised funds.

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    The real reason the Federal Reserve isn't raising interest rates

    Breakfast with Benjamin: The real reason the Fed is sitting on its hands boils down to a lousy employment market.

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    Financial advisers are putting ETFs in the driver's seat

    Whether it's the liquidity, transparency, low cost or something else, financial advisers increasingly are favoring exchange-traded funds over mutual funds. The results of a Financial Planning Association survey of advisers showed that 81% are now using or recommending ETFs, compared with 78% for

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    Not all loan interest is created equal

    There's a lot of misunderstanding regarding the rules on deducting the interest paid on a loan.

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    Supreme Court rules Maryland double-tax structure is unconstitutional

    Accountants prepare clients to refile income tax returns for refund of county taxes.

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    Broker-dealers face administrative hurdles in rollout of QLAC annuity

    Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

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    Trekking to Europe and Japan for attractive dividend income

    Breakfast with Benjamin: Where to look when it's time to go beyond the traditional hunting grounds for dividend income.

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    4 ways to keep clients' portfolios from getting taxed to death

    Your clients will appreciate it if you help them avoid the 43.4% tax bracket

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    Senate Finance Committee OKs changes to college savings plans

    Legislation loosening the rules around Section 529 college savings plans is poised to advance through a key Senate committee Wednesday.The Senate Finance Committee is set to approve a measure that contains three changes that the House of Representatives passed earlier this year by a wide margin.

  12. Articles

    Lessons to learn from the last Nasdaq bubble

    Breakfast with Benjamin: The Nasdaq is back to 2000 levels, but everything else is different.

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    Take advantage of 'tax alpha'

    Be cognizant of the tax treatment of investments and where they should be held.