Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Do IRAs and Annuities Mix?
By William H. Byrnes, Robert BloinkAnnuities can be purchased inside an IRA, but is an IRA the right home for an annuity?
November 11, 2011
Foundation Financial Finalist in N.C. "Best Places to Work" CompetitionThe Charlotte Business Journal named Foundation Financial Group as a finalist in its annual "Best Places to Work" awards for 2011.
November 11, 2011
New Greek Govt Takes Over, Former Banker at HelmGreece's new Prime Minister assumed power Friday at the helm of an interim coalition government that will seek to push through tough reforms and ensure the country avoids a catastrophic default.
November 11, 2011
Lawmakers Push Financial Transaction Tax as Deficit Deadline NearsWith only two weeks left to reach a deal, lawmakers supporting the bill that would levy a tax on financial transactions urged the Joint Select Committee on Deficit Reduction in a Nov. 8 letter to adopt their proposal.
November 11, 2011
Top 10 Terrible Predictions About EconomyOn 11/11/11, while the world still exists despite some predictions otherwise, a review by AdvisorOne of 10 terrible predictions about the markets and the economy.
November 10, 2011
FPA Names Michael Branham as 2012 President-ElectThe FPA says that Branham has served on the organizations board of directors since 2009 and has chaired its Professional Issues and Financial Integration committees.
November 09, 2011
Voters Send Mixed Messages on Financial MattersVoters across the nation on Tuesday passed judgment on a variety of financial measures from labor laws to alcohol sales to sales taxes. The results offered no clear-cut consensus.
November 09, 2011
Which Side of the Profession Debate Is the FPA On?While the FPA is still struggling to overcome its trade association roots, the bigger picture is that its moving in the right direction on many fronts.