Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How to Protect Clients Against the Financial and Emotional Effects of Disability
By Lynn DumaisDespite signs of an economic recovery, many Americans are still not feeling financially secure.
May 17, 2010
Placemark Awarded U.S. Patent for Tax Management SystemPlacemark Investments on Monday, May 17, received a patent for a process that uses the firm's overlay management technology to let advisors manage taxes by limiting gains and making other trade-offs tailored to a client's specific tax considerations.
May 17, 2010
Dodd Bill Cloture; Inflation News; New Fears of Euro Contagion: Advisor Briefing for the Week of May 17, 2010What's happening this week.
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 07, 2010
Phil Demuth, Advisor and Bestselling Author, on Why Roth Conversions Are Falling FlatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted income restrictions on those converting from Traditional IRAs to Roth IRAs in 2010.
May 07, 2010
Weekend interview: Phil Demuth, advisor and bestselling author, on why Roth conversions are falling flatIt was supposed to be the perfect confluence of events. Tax law changes embedded in the Tax Increase Prevention and Reconciliation Act of 2005 lifted...
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
UBS Americas Now at 6,870 FAs; Assets Up but Outflows ContinueUBS's reported a first-quarter profit of roughly $2.9 billion, topping analysts' expectations and giving the Swiss-based investment bank its best results in nearly three years vs. a loss of about $2.6 billion in the same year-ago period.