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

Related Articles
  1. Taxes

    Understanding Taxation

    Taxation refers to the act of a taxing authority levying tax, typically a government – federal, state, county or city – collecting revenue from citizens.
  2. Retirement

    Finding A Retirement-Friendly State

    Which states are tax-effective retirement locales? It depends on the source of your retirement income.
  3. Taxes

    Taxable Events You Didn't Know You Were Creating

    Understanding the implications of these events can help you plan your finances and, in some cases, save you from paying taxes altogether.
  4. Financial Advisor

    Tax Tips for RMDs on Big 401(k) Balances

    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  5. Financial Advisor

    Affluent Clients Have Different Financial Planning Needs

    Financial advisors must keep in mind that affluent clients have different planning needs to address taxation, wealth protection and charitable giving.
  6. Insurance

    Section 125 Plan (Cafeteria Plan): How Does It Work?

    Learn about section 125 cafeteria plans, who is allowed to use one, how it works, the benefits it provides, and how to set one up.
  7. Managing Wealth

    Increase Your Disposable Income

    Here are four quick and easy ways to up your spending money.
  8. Taxes

    5 Groups That Don't Pay Taxes

    Now that you've paid your share, find out who didn't have to pay taxes this year.
  9. Financial Advisor

    Series 63, Series 65 Or Series 66?

    When joining the world of investment professionals, you must take the right exams.
  10. Taxes

    5 Ways to Reduce Your Taxes After a Windfall Gain

    Windfall income is a welcome padding to any bank account, but plan for the government's share before you start spending.
Frequently Asked Questions
  1. Depreciation Can Shield Taxes, Bolster Cash Flow

    Depreciation can be used as a tax-deductible expense to reduce tax costs, bolstering cash flow
  2. What schools did Warren Buffett attend on his way to getting his science and economics degrees?

    Learn how Warren Buffett became so successful through his attendance at multiple prestigious schools and his real-world experiences.
  3. How many attempts at each CFA exam is a candidate permitted?

    The CFA Institute allows an individual an unlimited amount of attempts at each examination.Although you can attempt the examination ...
  4. What's the average salary of a market research analyst?

    Learn about average stock market analyst salaries in the U.S. and different factors that affect salaries and overall levels ...
Trading Center