Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
These Bonds Could Benefit From a Democratic Sweep
By Bernice NapachHint: They tend to attract more buyers when taxes rise.
October 22, 2020
Americans Believe Pandemic Economy Is Worse than 2008 RecessionNearly 100% of respondents believe their preferred presidential candidate will win the election, an Edelman Financial Engines survey finds.
October 22, 2020
UBS Expands Workplace Wealth Solutions: Tech RoundupAlso, LaSalle St. is the latest firm to launch a financial planning platform.
October 21, 2020
10 Tax Planning Steps to Take Before New Year's EveWilmington Trust put together a guide for advisors and their clients.
October 21, 2020
NYSE Threatens to Leave NJ if Financial Transaction Tax Is EnactedThe lawmaker sponsoring the bill cut the tax rate and added a sunset provision, but the exchange has already tested moving its servers.
October 20, 2020
Hightower Adds $800M Texas RIAThe RIA consolidator says it has taken a "significant" equity stake in Hart Financial Group, its eighth transaction this year.
October 19, 2020
LPL Financial Nabs $1B Cetera TeamThe news comes less than two weeks after $14 billion BMO Harris Financial Advisors said it was moving onto the IBD's platform.
October 19, 2020
ProShares Launches ETF Focused on Transformational Changes: Portfolio ProductsMany of these changes have been accelerated by the COVID-19 pandemic.