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  1. Portability Provision Simplifies Couples' Estate Planning

    Estate-planning expert Deborah Jacobs details how spouses can take advantage of the 'portability' tax provision, which allows them to maximize both partners' estate tax exclusion, and how this strategy differs from trusts.

  2. Tax Tips for Your 2012 Return

    Investors should take another look at their cost basis records, foreign tax credits, advisory fees, and any income that was spread to 2012 from a prior year's Roth conversion, says Investor Solutions' John Pitlosh.

  3. Despite Recent Compromise, No Long-Term Tax Certainty

    Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.

  4. Conditions Ripe for More Market Turbulence

    After a period of relative calm, the Italian elections and fight over the sequester underscore some of the structural problems facing the global economy; investors should be prepared for volatility, says Morningstar's Jeremy Glaser.

  1. A Taxpayer’s Guide to 2013

     

  2. Get Real: Focus On Real After-Tax Returns

     

  3. Pressure Points: Where Tax Reform Can Be Most Effective

     

  4. Five Muni Considerations for 2013

     

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