Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Republicans Won't Stop Fighting With Each Other
By Albert R. HuntThe same Republicans who hate the GOP health bills might hate the GOP tax bills.
July 05, 2017
Millionaires Love These 10 Small TownsThough many wealthy Americans live in big cities, plenty of others prefer small-town life.
July 05, 2017
What Advisors Can Learn From One of the World’s Biggest Risk TakersWe can all learn from climber Alex Honnold, who scaled a 3,000-foot granite wall, about how to help our clients put risk in perspective.
July 01, 2017
How to Succeed in Retirement Investing in the ‘New Normal’As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
June 29, 2017
DOL Releases Fiduciary Rule Request for InformationComments could lead to new exemptions or changes to the fiduciary rule and PTEs, as well as extending the Jan. 1 compliance date.
June 29, 2017
Corker Says GOP to Scrap Health Bill's Investment Tax RepealAnother Republican senator says he'll be shocked if the BCRA bill fails to repeal the tax.
June 29, 2017
SEC Investor Advocate Worries Fiduciary Rule Could Harm InvestorsRick Fleming cites conflicting standards in Section 913 of Dodd-Frank, which could complicate an SEC rulemaking.
June 29, 2017
10 Worst States for Death-Rate ImprovementThis ranking could affect where life insurance gets cheaper, and where annuities get more expensive.