Year-End Tax Strategies Advisors Can Still Recommend to Clients
Steps to take as 2010 ends to maximize client deductions, limit taxes paid.
Top Five Wealth Management News Stories of 2010: AdvisorOne
Extension of Bush-era income-tax cuts for two years, and clarity on estate, gift and other wealth transfer issues top the list of must-read wealth management articles for 2010.
Generation-Skipping Tax: How to Save $20 Million Before 2011
Clients have big assets to transfer? Better postpone that ski vacation!
Clarity Comes to Estate Planning With Tax Bill's Passage
Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’
While the outcomes of the healthcare and financial services reform debates now in high gear in Washington will have pivotal effects on advisors this year...
A Recession Silver Lining
For estate planning these days, "the low-interest-rate environment offers incredible advantages," observes Ben Ledyard, director of wealth strategies for Boston-based Silver Bridge Advisors who leads...