Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How You Can Use Tax Returns to Generate More Prospects
By Brian GilderI was recently referred a couple hoping to retire this year. Their current financial advisor recommended investing $265,000 into an annuity, and the couple wanted a second opinion. When I talked to them on the telephone, I asked them to bring
October 01, 2009
The Scope of the ProblemSpeaking at the Schwab Impact 2009 conference in San Diego in mid-September, tax and estate planning attorney John Scroggin first poked fun at his profession,...
October 01, 2009
Getting Estate Planning HelpThe next few years will be a challenging time for advisors to stay current in creating, monitoring, and modifying clients' estate plans. Trusts, tax, and...
October 01, 2009
Consider TheseIn addition to thinking about using grantor retained annuity trusts (GRATs) for clients in the current atmosphere to help preserve wealth, the California Society of...
October 01, 2009
Beyond the PlanI spend considerable time and effort in constructing a comprehensive financial plan, but it isn't meant to be a static document that only collects dust...
October 01, 2009
Wealth MattersWhile the outcomes of the healthcare and financial services reform debates now in high gear in Washington will have pivotal effects on advisors this year...
October 01, 2009
B/D Briefing: Conversion TimeOne of the pleasures of being President is that your influence on Americans doesn't end with your term(s). That's certainly the case with George W....
September 29, 2009
Plans for IRA donations unclearA reader from Westminster, Colo. asks the following important questions of Tom Herman in the Wall Street Journal. Is there any chance that Congress will allow...