Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Joint Congressional Hearing Addresses Derivatives and Tax Reform
By James J. GreenBaucus quotes Buffett on limiting potential for mischief; witnesses criticize Congress piecemeal approach to taxing financial products.
December 05, 2011
Morgan Stanley CFO: Raise Taxes on WealthyThe U.S. cannot cut its "way to greatness," says Ruth Porat at a New York conference.
December 02, 2011
Payroll Tax Cut Votes Reveal Washington's Political Fault LinesCongress will likely pass some form of a payroll tax cut before 2011 is out, but the process is a painful one that shows just how divided Democrats and Republicans remainand where the fault lines lie.
December 02, 2011
Philanthropy Focus: When Giving Really Is ReceivingCharitable annuities are a unique mechanism that can satisfy your clients charitable objectives while providing them with the income they need in retirement.
December 01, 2011
Philanthropy Focus: A Special Report in the Season of GivingA month-long focus on charitable giving explores how advisors can help focus their clients philanthropy while building their businesses.
November 30, 2011
Sucker TaxThe rich get richer, and the poor get poorer, or so they say. Not always true, depending on the circumstances, but a recent headline about some lottery winners certainly underscores that first part.
November 28, 2011
How Herman Cain Could Be Derailing Your ClientsSince tax reform may be top of mind for your clients in this presidential election silly season, how do you keep them balanced?
November 28, 2011
Advisors, Beware of Sharp Tax Increase in 2013, Expert SaysGovernment affairs expert Andrew Friedman offered a warning to financial advisors to prepare for a steep rise in taxes likely to take effect just one year from now.