Tax Advisor

Filed Under » ,
Dictionary Says

Definition of 'Tax Advisor'

A financial expert with advanced training and knowledge of tax law. The services of a tax advisor are usually retained in order to minimize taxation while remaining compliant with the law in complicated financial situations. Tax advisors can include Certified Public Accounts, tax attorneys and financial advisors.
Investopedia Says

Investopedia explains 'Tax Advisor'

Tax advisors and preparers are regulated but not licensed by the Internal Revenue Service.  Treasury Department Circular No. 230. Reg. 10.33(a) of the circular outlines the duties of tax advisors. There can be penalties and disciplinary action for failing to follow the standards outlined by the IRS.
Search results for

'Tax Advisor'

  • Avoiding A Big Tax Bill On Real Estate Gains

    http://www.investopedia.com/articles/tax/09/property-sale-installment-payment.asp
    ... from the sale. Hal asks his tax advisor if there is anything he can do to
    reduce his taxable income for the year. The advisor knows ...

  • 7 Year-End Tax Planning Strategies

    http://www.investopedia.com/articles/tax/09/offset-capital-gains.asp
    ... loss, your portfolio will be much more tax efficient in the future. Please
    consult your tax advisor before making any tax decisions. ...

  • Avoid The Social Security Tax Trap

    http://www.investopedia.com/articles/pf/08/social-security-tax.asp
    ... topic. For more information on this topic, visit the IRS website and download
    IRS publication 915 or consult your tax advisor. Income ...

  • 5 Tax Credits You Shouldn't Miss

    http://www.investopedia.com/articles/taxes/08/tax-credits.asp
    ... your tax return. For more information on these and other tax credits, consult
    your tax advisor or visit the IRS website. For more ...

  • Tax Deductions You May Be Missing

    http://www.investopedia.com/articles/tax/09/personal-business-tax-tips.asp
    ... website in various downloadable instruction manuals. For more information,
    visit http://www.irs.gov/ or consult your tax advisor. ...

  • 10 Steps To Tax Preparation

    http://www.investopedia.com/articles/pf/07/tax_prep.asp
    ... Why? The return will provide (both you and your tax advisor) with a wealth of
    information that can be valuable to this year's return, including: ...

  • Tax Tips For Financial Advisors

    http://www.investopedia.com/articles/tax/11/tax-tips-for-advisors.asp
    ... personally liable for all of the tax on the business and also allows him or her
    to escape self-employment tax. It can also reduce the advisor’s liability in ...

  • How To File Your Child's First Income Tax Return

    http://www.investopedia.com/articles/taxes/08/kids-first-income-tax-return.asp
    ... Many states have filing requirements for children that parallel federal rules, but
    you should check with a qualified tax advisor for details regarding your ...

  • Finding A Retirement-Friendly State

    http://www.investopedia.com/articles/taxes/08/retirement-tax-states.asp
    ... considering living in a particular state would be wise to visit that state's Department
    of Revenue website and should probably consult a tax advisor who works ...

  • Reporting Your Interest Income

    http://www.investopedia.com/articles/tax/10/interest-income.asp
    ... For more information, readers should consult their tax advisor or download
    the instructions for Schedule B from the IRS website. ...

Related Articles

Bank Rates
Product Today Last Wk
$10K MMA 0.50% 0.51%
MMA 0.45% 0.46%
6 Month CD 0.46% 0.47%
1 Year CD 0.70% 0.75%
5 Year CD 1.46% 1.46%
1 Year Jumbo CD 0.66% 0.67%
Rate data provided by Bankrate
Product Today Last Wk
$30K HELOC 4.59% 4.60%
$30K Home Equity Loan 5.74% 5.77%
$50K Home Equity Loan 5.45% 5.50%
$50K HELOC 4.24% 4.24%
$100K Home Equity Loan 5.41% 5.46%
$100K HELOC 4.13% 4.13%
Rate data provided by Bankrate
Product Today Last Wk
30 Year Fixed 3.80% 3.80%
15 Year Fixed 3.09% 3.11%
1 Year ARM 3.54% 3.53%
30 Year Fixed Jumbo 4.38% 4.38%
5/1 ARM 2.65% 2.69%
3/1 ARM 2.69% 2.69%
Rate data provided by Bankrate
Product Today Last Wk
60 Month Used Car Loan 4.51% 4.51%
48 Month Used Car Loan 4.35% 4.35%
48 Month New Car Loan 3.24% 3.24%
36 Month Used Car Loan 4.34% 4.36%
36 Month New Car Loan 3.11% 3.13%
60 Month New Car Loan 3.35% 3.34%
Rate data provided by Bankrate
Partner Links