Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Buffett Slams Romney for ‘Shoving Around Money’
By John SullivanWarren Buffett and Rep. Scott Rigell, R-Va., spoke with Bloomberg Television's Betty Liu in Omaha, Neb., during their first in-person meeting following Rigell's pledge to give 15% of his salary to help pay down the national debt.
January 20, 2012
Harvard MBA Degree Earns Romney ‘C-’ on Tax Plan (Washington Post)So far, Romney's economic vision has hardly stepped beyond a 30 percent corporate tax break -- something even Obama has pondered.
January 20, 2012
Romney Makes a Classic Wealth Management MistakeMitt Romney earned a fortune at Bain Capital, and while much has been made of the 15% he paid in taxes last year, the reality is that he could have avoided even more in taxes had he used a Roth IRA.
January 20, 2012
Romney Makes a Classic Wealth Management MistakeMitt Romney earned a fortune at Bain Capital, and while much has been made of the 15% he paid in taxes last year, the reality is that he could have avoided even more in taxes had he used a Roth IRA.
January 20, 2012
How to Prepare Now for Sharply Rising Tax RatesAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
January 20, 2012
8 Ways to Give Your Clients a Tax CutReminders on trimming your clients tax burdens now, taking advantage of the IRC and market volatility, and how you can remind them of your value while doing so.
January 19, 2012
Romney Has Millions in IRA, Report SaysThis could prove to be one heck of a required minimum distribution. The Wall Street Journals Mark Maremont reports that Mitt Romney has between $20.7 million and $101.6 million in his individual retirement account.
January 18, 2012
Making the Play: The Right Financial Guidance for AthletesA good retirement playbook will include growth opportunities and factor in specific protective measures to hedge against a variety of risks, including market volatility, inflation, and longevity. The financial playbooks that will fare best will be those that are realistic, clear, manageable, tested, and beyond all, followed.