Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The fiscal cliff, in three and a half graphics
By Staff WriterWe're heading for a "fiscal cliff," but what does that mean, exactly? NPR provides a simple, visual breakdown of the impending tax increases and spending cuts.
September 19, 2012
What Are the Odds? 6 Election Scenarios Affecting a 'Fiscal Cliff' DealIn a weekly commentary, Jeff Kleintop, chief market strategist for LPL Financial, cobbled together an insightful selection of the odds of a fiscal cliff deal based on which party wins what after the election.
September 17, 2012
NAIFA: Washington's callingNAIFA announces a Congressional Conference from April 8-9 to remind Congress not to tax life insurance.
September 17, 2012
Don’t Let Clients Be Blinded by the 2013 Sunset: Tax Planning NowThe possible tax changes with the New Yearand a definite onethat you should consider for your clients, regardless of who is president.
September 16, 2012
NAIFA: Washington's callingNAIFA announces a Congressional Conference from April 8-9 to remind Congress not to tax life insurance.
September 14, 2012
3 fiscal storms brewingWhat are the biggest fiscal storms building in 2012? Be prepared for what might be the storm of the century.
September 14, 2012
3 fiscal storms brewingWhat are the biggest fiscal storms building in 2012? Be prepared for what might be the storm of the century.
September 14, 2012
UBS Rogue Trader’s Losses Could Have Topped $12 Billion: ProsecutorKweku Adoboli, the so-called rogue trader of UBS who lost $2.3 billion in unauthorized trades, went on trial in London, and the prosecutor said the scale of his gambling put the very existence of the bank at risk.