Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
August 01, 2007
Closing the GapThe primary goal of the Internal Revenue Service is to collect the taxes that are owed to the federal government under current tax law. Reducing...
August 01, 2007
The Tax-Free Investing OpportunityHow many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several client-specific...
July 19, 2007
Employers Continue to Ditch DB PlansMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...
July 05, 2007
The Source and Structure of FeesWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
July 01, 2007
William M. TopkisTopkis Financial Advisors 910 Foulk Road, Suite 100 Wilmington, Delaware 19803 Phone: 302-654-4444 Web site: www.topkisfinancial.com Year practice started: 1994 AUM: $50 million Number of advisors in firm: two Number of clients: 100 Compensation:...
July 01, 2007
Textbook CaseLewis J. Altfest, one of the most quoted financial planners in the industry, has written what many consider to be the ultimate text on financial...
July 01, 2007
Getting Over TherapyphobiaFor a number of advisors, even the mention of "therapy" or "therapeutic" evokes a negative reaction. This resistance is often due to concern that they...
July 01, 2007
Ferdinand Pecora: Crusading InvestigatorFacing him in the dock were some of America's most influential men, whose names were synonymous with power, privilege, and great wealth. But Ferdinand J....
July 01, 2007
Combining Business and FamilyMitchell Frank has driven down for our lunch from his office in White Plains, in suburban Westchester County. "It's nice to be out of the office,"...
June 27, 2007
An AMT Fix Without Higher TaxesCongress's original intention when it created the Alternative Minimum Tax, was to make sure that the wealthiest Americans weren't able to combine so many exemptions or deductions that they ended up paying little or no income taxes. In a study released today, the Tax Foundation lays out a revenue-neutral plan...