Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Richard Niles (1953-2013)
By Bill CoffinSometimes, we can work right next to somebody and not even know their name. How do we let that happen?
February 07, 2013
Hedge Manager Einhorn to Apple: Show Me the CashEinhorn says "several hundred dollars per share would be unlocked" if Apple were to follow his plan.
February 06, 2013
Obama Presses for Delay, but Sequestration Cuts ImminentPresident Barack Obama urged Congress Tuesday to delay the looming sequestration cuts by passing a package of both spending cuts and tax hikes, but reports said Wednesday that Obamas plan was DOA in the House.
February 06, 2013
Obama seeks to avoid sequester with short-term fixThe president wants long-term deficit reduction that combines taxes and cuts, but his plan faces stiff resistance from anti-tax Republicans in Congress.
February 05, 2013
Top 10 Most Regressive Tax StatesIn the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
February 05, 2013
How to Fix Social Security While Averting Fiscal Ruin: PozenBob Pozen knows how to fix Social Security, even after the United States falls off the new fiscal cliffand the U.S. will fall, on March 1 to be exact, he says.
February 05, 2013
UBS Reports Loss of $2.1B as Advisors Top $1M in Average ProductionPlus, the wealth management unit in the Americas added nearly 30 advisors in the fourth quarter.
February 05, 2013
Libertas' Koos Banks on International ETFsThere are plenty of opportunities to choose from, says the Libertas Wealth Management founder, particularly if one assesses international investment choices on a relative strength basis.