Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June 01, 2008
Estate Tax Reform: It's Time for ActionThe discussion of the estate tax--or as some have labeled it the "death tax"--stirs up strong feelings, especially in our business. I loved Warren Buffett's ...
June 01, 2008
FPA Focuses on Future"Building relationships and exploring possibilities," is how Mark Johannessen described his agenda as FPA president on a recent visit to the Investment Advisor offices in...
June 01, 2008
What Will Taxes Be Like?As Benjamin Franklin once wrote, "in this world nothing is certain but death and taxes." Yet the types and levels of taxation that occur are...
June 01, 2008
Pants on FireThe news is full of senior government officials involved in sex scandals, highly paid CEOs charged with options backdating, reputable writers and journalists caught in...
June 01, 2008
How Will the Competitive Landscape Shift?The last 30 years altered the retail investment business and its compensation practices. For the next 30 years, the journey is certain to take even...
June 01, 2008
What Will the Future Ranks of FAs Look Like?The U.S. subprime mortgage meltdown. The ongoing credit crunch. Volatile markets. The Bush administration's rethinking of the nation's regulatory blueprint for financial services companies. Talk...
May 31, 2008
The 100 best marketing ideasEach month, Senior Market Advisor packs its issues chock full of hot marketing and sales tips and strategies. If you find that information helpful, then you're in for a treat.
May 30, 2008
Conseco Rebuffs InvestorConseco Inc. has refused to endorse efforts by a major shareholder to accumulate up to 22% of the company's common stock.Steel Partners II Ltd., New ...
May 28, 2008
Variable interest entitiesA fresh source of worry for banks who thought they could make it out of the credit crisis unscathed: variable interest entities. VIEs sell short-term...
May 28, 2008
Tax matricide and other musingsTwo weeks ago, Rep. Charlie Rangel (D-NY) proposed what he himself called "the mother of all tax reform plans." I've asked a number of CEOs...