Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who Can Reform Wall Street: Romney or Obama?
By Nicole GelinasThe political calculus is that Romney has a good chance in November because the economy is bad, and Obama is the guy who was supposed to make it better. Not so fast.
August 21, 2012
6 U.S. Cities That Fell Off the Fiscal Cliff—and SurvivedAdvisorOne looks at six municipalities that filed for bankruptcy but climbed their way back to solvency.
August 20, 2012
3 Big Hot-Buttons for Advanced Sales: Taxes, Claw-backs and Side FundsLIMRA gives the lowdown on three issues dominating the advanced sales world these days.
August 16, 2012
Muni Bond Danger Lurks Where Investors Don't Suspect ItWhile the vast majority of traditional, plain-vanilla muni bonds carry virtually no risk of default, the real danger lurking in muni bonds comes from an overlooked area of the market.
August 16, 2012
Swiss Banks Giving Up Employees to IRS, DOJThousands of employees of Swiss banks are finding that their employers are hanging them out to dry in exchange for hoped-for leniency in connection with American accounts involved in a tax evasion investigation.
August 14, 2012
6 U.S. Cities on the Edge of a Fiscal CliffWith recent warnings and downgrades from Moodys, these municipalities may follow the likes of Stockton and Central Falls into bankruptcy.
August 13, 2012
ArtBanc and NFP Form Alliance to Advise Fine Art OwnersHolders of significant collections of paintings, sculpture, photography or jewelry face unique estate planning and tax issues.
August 09, 2012
Clients on the Move? Tax Tip Reminders From the IRSIf your clients (or you) are making a move this summer, especially to change jobs, some reminders on deductible expenses.