Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to incorporate suitability into your selling approach
By Daniel WilliamsSenior Market Advisor recently contacted some top advisors to figure out how they're working an ethical approach into their sales strategy. Below, we've included some highlights from the responses we received.
June 20, 2010
Congress Ponders Annuity TrustsCongress is mulling over several bills that would significantly narrow the advantages of using grantor-retained annuity trusts to avoid estate and gift taxes as pressure grows to close the yawning federal budget gap.
June 18, 2010
Senate Sets Second Vote on Tax Extenders BillAfter two weeks of debate, the Senate plans to vote on the tax extenders/unemployment insurance legislation on Friday night, June 18. Senate Majority Leader Harry Reid said a vote was supposed to take place at 7:30 p.m.
June 17, 2010
Grassley: Act Fast on Estate TaxA high-ranking Republican is asking Democratic congressional leaders to act quickly to reinstitute the federal estate tax.
June 17, 2010
Grassley: Act Fast on Estate TaxA high-ranking Republican is asking Democratic congressional leaders to act quickly to reinstitute the federal estate tax.
June 16, 2010
Fidelity Says Investors Stuck by Their Advisors after Market BottomAdvisors expect higher taxes and regulations to change their way of doing business.
June 16, 2010
Fidelity Says Investors Stuck by Their Advisors After Market BottomInvestors remained loyal to their advisors and brokers after the financial crisis bottomed out in March 2009, according to the 2010 Fidelity and National Financial survey released by Fidelity Investments on Tuesday, June 15.
June 15, 2010
Preparing for the Coming Tax IncreasesWith increases looming, wealth managers need to help clients be aware and plan for the inevitable.