Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Even Reagan Couldn’t Kill This Tax Deduction
By Stephen Mihm, PhDTrump wants to kill a tax break that mostly helps blue states, but he'll face opponents on all sides.
July 31, 2017
Rep. Wagner Floats Draft Bill to Replace DOL Fiduciary RuleWhile the health care and tax reform debates continue apace in Washington, the ever-present fiduciary discussion also rages on.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 26, 2017
TCA Integrates With Financial Planning Software Provider RightCapitalThe partnership adds retirement and tax planning functionality to advisor planning software.
July 25, 2017
5 Reasons Tax Reform Is Still AliveIf health care reform stalls, tax reform will not stall with it, LPL's Burt White and others say.
July 24, 2017
Wells Fargo Reps: Data Leak Is the ‘Last Straw’A recruiter describes the reactions he is getting from some wealth managers on the first business day after the news broke.
July 23, 2017
30 Under 30, Part 1: Young Life, Health and Annuity StarsHigh achievers talk about the present, the future, their peers, and how to break in.
July 22, 2017
Show Me the Money: Taking the Fiduciary Debate to the Bottom LinePart of acting in a clients best interest is that the advisor must consider the cost of the recommended investments.