Election Impact 2012

More On Tax Planning

from The Advisor's Professional Library
  • ETF Taxation The use of ETFs may be attractive to certain investors. The tax advantages may make them even more attractive.
  • Dealings With Qualified Clients and Accredited Investors Depending upon an RIAs business model and investment strategies, it may be important to identify “qualified clients” and “accredited investors.”  The Dodd-Frank Act authorized the SEC to change which clients are defined by those terms.

Check out AdvisorOne's Election Impact 2012 home page, which offers ongoing, unique insights on topics of interest to advisors and their clients throughout the campaign and its aftermath by our team of reporters and columnists.

Reprints Discuss this story
This is where the comments go.