Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.
Is Out of State Retirement Right for Your Clients?
Your clients may have most of their ducks in a row – retirement accounts, life and health insurance, Social Security and asset draw-down strategies – but have they decided for sure they'll be staying in place?
Aiding and Abetting: How Client Wrongdoing Can Hurt You
Last May, the giant Swiss bank Credit Suisse pleaded guilty to helping American taxpayers file false income tax returns.
Top 15 States With Most RIAs
The number of RIA firms increased to 31,975, according to SIFMA’s 2014 Factbook, despite an active merger year.
Top 10 States With Most Millionaires: 2015
Several states made big jumps on the list thanks to the oil boom, Phoenix Marketing found.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
SEC, DOL Enforcement: Fiduciaries Fined $4.7M Over Fake Health Plan
Also, co-owners of Reliance Financial Advisors charged with making false statements to clients investing in a risky hedge fund.
15 Biggest Donations of 2014
To date, these are the donors who have given $100 million or more to favored causes, according to the Chronicle of Philanthropy.
IRS Increases Pension Plan Limitations for 2015
As your clients prepare their annual New Year’s Resolutions this month, you should stress that they include putting more into their retirement pension plan.
10 Best States for High-Paying, High-Tech Jobs
A Milken Institute index ranks states’ ability to convert their science and technology resources into high-paying jobs.