Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Where have all the millionaires gone?
By Gil WeinreichBritains Telegraph newspaper reports that just 6,000 Britons declared income over a million pounds ($1.6 million) to the nations tax authority, down from more than 16,000 in the 2009-10 tax year.
November 29, 2012
Fidelity: Majority of Retirees Have Not Taken RMDs for 2012Its understandable why too many individuals of retirement age forget, delay or simply refuse to take their required minimum distributions.
November 28, 2012
What HNW Familes Can Do Before Taxes Shoot UpIf you had any thoughts of selling your stocks between now and 2017, doing so within the next month may be strongly advisable from a tax point of view, says Wilmington Trust.
November 28, 2012
T. Rowe’s In-House Doctor Gives Healthcare Stock Picks for 2013T. Rowe Prices doctor is inand diagnosing where the best stock picks can be found in the healthcare sector as reforms take hold next year.
November 28, 2012
Where Have All of Britain’s Millionaires Gone?Thats a question many Britons are asking now that new data show nearly two-thirds of the countrys million-pound earners have disappeared nearly one year after a tax hike on the nations highest earners.
November 28, 2012
Advisors 'Overwhelmingly' Optimistic Fiscal Cliff Deal Can Be Reached: FSI PollAdvisors are overwhelmingly optimistic that a deal will be reached to avert a fiscal cliff, and that such a deal will include not only higher marginal tax rates for wealthy Americans but will also include curbs on deductions, according.
November 27, 2012
Most Investors Don’t Understand ETF Taxes: BlackRock StudyAdvisors were alerted by iShares to the key questions that they should expect to answer about the ETFs in clients portfolios.
November 27, 2012
5 Smart Approaches to Charitable Giving This Holiday SeasonWith so much tax and fiscal uncertainty, Schwab Charitables Kim Laughton offers these strategies to help donors manage the recent boom in charitable giving.