Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
2010 Q4 Earnings: Prudential Profit Is $213 Million on Strong Annuity Sales
By John SullivanAccount values pass $100 billion milestone.
February 07, 2011
Estate Tax Planning 101: ‘Call to Action’Estate planning 101 applies to all clients. Guiding clients to get the right counsel is an important conversation to have and another reason for clients to value wealth managers’ services.
February 04, 2011
Tax Patent Bill Heads to Senate FloorThe Senate Judiciary Committee has approved S. 23, a bill that would bar the patenting of tax strategies.
February 01, 2011
Dispatches from the Tax-Efficient FrontierCongress has passed a measure to postpone income tax increases for at least two more years, but, inevitably, most experts predict lawmakers will be forced…
February 01, 2011
The Advisor as CoachAnyone who has ever been in a role of advisor, mentor, consultant or counselor understands the pressures of feeling they need to know all the answers.…
January 31, 2011
Social Security Tax Break Should Go to 401(k)s: The HartfordThe Hartford Financial Services Group is encouraging Americans to redirect the recently implemented two-percentage point reduction in Social Security payroll taxes to their employer’s 401(k) or other defined contribution retirement plan.
January 28, 2011
Best of AdvisorOne: Top Five Tax Planning ArticlesThe top stories in January from AdvisorOne on taxes: new tax legislation, IRS rules, IRAs and cash balance pension plans
January 27, 2011
CBO: Estate Tax Still Could Return to 2001 LevelsThe estate and gift tax provisions enacted in 2010 are set to expire in 2013, Congressional Budget Office analysts note in a budget outlook review.