Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How far are you willing to travel to meet with a financial advisor?
By staff WriterMy longtime advisor has an office about five miles away, which is not far at all.
February 28, 2011
23 Days of Tax Planning Advice: AdvisorOne Special ReportWhat advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.
February 28, 2011
Congress Returns as Government Shutdown Looms: Advisor Briefing for the Week of Feb. 28, 2011Among likely developments of interest to advisors: DOL hearings on fiduciary, Bernanke testifying on monetary policy and the unemployment report for February.
February 25, 2011
Owe the IRS Back Taxes? IRS Offers ReliefThe IRS has added or expanded programs to help taxpayers catch up with less ‘burden’; one big way is by doubling the lien threshold.
February 24, 2011
6 client tax issues advisors should addressAs financial professionals, it's good to stay up to date and talk with clients about the renewed tax rates and exemptions and how they may affect their individual situation. Here are a few areas to touch on with your clients.
February 24, 2011
Amish advisor hoodwinks 2,600 investorsThe Securities and Exchange Commission has charged a 77-year-old Amish financial advisor for defrauding 2,600 mostly Amish investors. The Ohio advisor raised $33 million from the investors, promising them he'd purchase risk-free government securities.
February 24, 2011
Amish advisor hoodwinks 2,600 investorsThe Securities and Exchange Commission has charged a 77-year-old Amish financial advisor for defrauding 2,600 mostly Amish investors. The Ohio advisor raised $33 million from the investors, promising them he'd purchase risk-free government securities.
February 24, 2011
6 client tax issues advisors should addressAs financial professionals, it's good to stay up to date and talk with clients about the renewed tax rates and exemptions and how they may affect their individual situation. Here are a few areas to touch on with your clients.