Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Sam Fleet: Self Funding Is Doing Fine
By Allison BellThe stop-loss specialist sees strong demand from small groups and somewhat higher prices.
September 06, 2012
Big government, small bellies: What Japan can teach us about fighting fatIf, like many Americans, you're looking to lose weight, there are worse role models to look to then Japan.
September 06, 2012
5 tax questions for Barack ObamaPresident Obama wants tax fairness. How will that shape the U.S. tax code?
September 06, 2012
5 tax questions for Barack ObamaPresident Obama wants tax fairness. How will that shape the U.S. tax code?
September 05, 2012
Five tax deductions that favor the richThe smaller your estate, the less you'll benefit from a handful of tax deductions.
September 05, 2012
Five tax deductions that favor the richThe smaller your estate, the less you'll benefit from a handful of tax deductions.
September 04, 2012
Cetera Rebrands Its Four BDsCetera Financial Group announced Tuesday that it was embarking on a unified rebranding that would change the names of its four broker-dealers, but would not change the way Cetera and its firms operate.
September 04, 2012
Advisors’ 5 Seasonal Investing Tips for ClientsAdvisors, offering some basic tips, say the biggest mistake people make is not planning their spending for summer, and even Christmas, early in the year.