Taxation Issues - Introduction


Income taxation can have a significant impact on your client's portfolio and financial plans. It is crucial that you fully understand the tax implications of the recommendations you make.
Individual Income Tax Issues


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RELATED TERMS
  1. Taxation

    Taxation refers to the act of a taxing authority actually levying ...
  2. Tax Exempt

    To be free from, or not subject to, taxation by regulators or ...
  3. Terminal Year

    The year in which an individual dies, in the context of estate ...
  4. Vertical Equity

    A method of collecting income tax in which the taxes paid increase ...
  5. Comprehensive Tax Allocation

    An accounting term that describes a form of "interperiod" tax ...
  6. Welfare Loss Of Taxation

    The decreased economic well-being caused by the imposition of ...
RELATED FAQS
  1. How much tax does Warren Buffett think billionaires should pay?

    Discover some of the opinions on income taxation expressed by Warren Buffett, and learn how they compare with the opinions ... Read Answer >>
  2. Will I have to pay taxes every year when I receive the $25,000 from my trust fund?

    My inheritance is in the form of a trust fund that distributes $25,000 per year for 10 years. ... Read Answer >>
  3. How is a savings account taxed?

    Read about the taxation of interest income on personal savings accounts, how the tax is calculated, and how to report savings ... Read Answer >>
  4. Do I need to pass the Series 63 if I am just taking orders for securities?

    Learn about the requirements for practicing a financial profession. Find out who is required to take the Series 63 exam and ... Read Answer >>
  5. How are Pay As You Go pension plan benefits taxed?

    Discover how the IRS treats pay-as-you-go pension plan benefits that are received as income in retirement, both for Social ... Read Answer >>
  6. Does NASAA or anyone else give out the series 63 exam questions?

    Find out about studying for the Series 63 exam and how new exam questions are developed by finance professionals. Learn about ... Read Answer >>
Hot Definitions
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