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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. 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.

  3. 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.

  4. Making the Brand

    General Mills CEO Ken Powell on managing strong brands amid private label competition, consumer trade-downs, and commodity inflation.

  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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