Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
UBS Settles Tax Case, Poised to Hire McCann, Sheds 800+ FAs
By Janet LevauxIn early August, U.S. authorities struck a deal with UBS over the names of some 4,500 UBS clients who may have evaded taxes and a...
August 31, 2009
Editor's Choice for August 31, 2009: Market-Moving News for This WeekWhat's happening this week
August 21, 2009
Rettick, Zayed, Thacker launch Producers Equity GroupNew entity PEG lauds innovative platform for insurance, securities and managed money services all under one roof
August 14, 2009
Avoiding Pitfalls In Business ValuationsPicture this scenario: Your client, Mr. Enterprise, has asked for your help. His mother, Mrs. Enterprise, died two years ago. The IRS audited her Form 706 Estate Tax Return and raised a question on the valuation of her business
August 14, 2009
Estate Tax Reform Delay LikelyCongress most likely will extend 2009 estate tax rates for one year as it continues to seek consensus for comprehensive estate tax reform.
August 14, 2009
Estate Tax Reform Delay LikelyCongress most likely will extend 2009 estate tax rates for one year as it continues to seek consensus for comprehensive estate tax reform.
August 13, 2009
New advisor group brings it all togetherAiming to provide the American consumer with a comprehensive financial plan for the future, the new Producers Equity Group, will offer the entire range of insurance, securities and managed money solutions to its advisors.
August 13, 2009
New advisor group brings it all togetherAiming to provide the American consumer with a comprehensive financial plan for the future, the new Producers Equity Group, will offer the entire range of insurance, securities and managed money solutions to its advisors.