Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
RJ Advisors Post Strong Sales, Income
By Janet LevauxRaymond James' 5,340 advisors help private-client group boost sequential results.
July 21, 2010
Robert Rubin Appears with Estate Tax AdvocatesFormer U.S. Treasury Secretary Robert Rubin and a grandniece of Walt Disney have added some star power to a group asking Congress to make the estate tax "robust" and "permanent."
July 21, 2010
Principles of persuasionWhether you are conducting a one-on-one interview with a prospect, motivating your insurance sales team or delivering a keynote address, your success as a leader is defined by your ability to persuade with clarity and passion.
July 21, 2010
Obama Signs Historic Financial Reforms into LawDodd-Frank Wall Street Reform and Consumer Protection Act is Law
July 21, 2010
Creative Marketing and CrailHuntly announce strategic partnership to market new tax-deferral and financing programCreative Marketing Intl Corp. and CrailHuntly, LLC, have announced y the formation of a strategic partnership to market nationally CrailHuntly's proprietary and patent-pending program called the 453 Commercial Loan Program.
July 20, 2010
Creative Marketing and CrailHuntly announce strategic partnership to market new tax-deferral and financing programCreative Marketing Intl Corp. and CrailHuntly, LLC, have announced y the formation of a strategic partnership to market nationally CrailHuntly's proprietary and patent-pending program called the 453 Commercial Loan Program.
July 19, 2010
Senators Lincoln, Kyl Float Estate Tax Reduction ProposalSenators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax.
July 16, 2010
NAPFA Chair Bill Baldwin and Chair-Elect Susan John: The Weekend InterviewDuring a press tour in New York on Thursday, July 15, NAPFA's Susan John and Bill Baldwin met with Advisor Media Group associate editor Joyce Hanson for an intrerview.