Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisors: Prep Affluent Clients for Higher Taxes Next Year
By Maria WoodPolitical guru Andy Friedman predicts taxes will go up for your wealthy clients in 2013.
August 31, 2012
3 Big Hot-Buttons for Advanced SalesHow will the approaching expiration of estate and gift tax provisions of the 2010 Tax Relief Act impact your clients? Can one structure an irrevocable life insurance trust as a non-grantor trust? What role can side funds play in fixing life insurance-funded split-dollar or private premium financing arrangements that were...
August 31, 2012
Affluent Will Face Tax Hikes Next Year: Friedman of Washington UpdateWhats on tap for next year: Plan for higher taxes, at least for more affluent clientsthose earning north of $200,000, Andy Friedman of Washington Update told advisors Thursday.
August 28, 2012
After Election, Tax Preferences for Retirement, Health Benefits Likely on Chopping BlockBenefit plan tax incentives are an area of total and complete volatility, and neither employers nor workers can have any certainty of what lies ahead, warned EBRI head Dallas Salisbury.
August 27, 2012
Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the FamilyThe tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.
August 24, 2012
12 Best & Worst Broker-Dealers: Q2 EarningsEarnings fell as much as 58%, but also jumped over 600% within the broker-dealer industryAdvisorOne spotlights the six best and six worst.
August 24, 2012
Whose Death Triggers Which Death Benefit in That Annuity?Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
August 23, 2012
A Bold New DirectionOn Jan. 21, 2013, either a re-elected President Obama or a newly elected President Romney will face economic trouble and congressional stubbornness. Heres a bold way through.