Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Low-Yield Bond Market Is Back
By Bernice NapachAdvisors face the same challenge today that they faced before the election and two Fed rate hikes: finding income for clients.
April 21, 2017
3 Lessons Prince Left Agents and AdvisorsThe Rock and Roll Hall of Famer died a year ago, without a will.
April 20, 2017
DOL Fiduciary Rule Hurts Now, Annuity Community SaysBlake Woodard, a life agent, writes in to remind the DOL that Bernie Madoff was a fiduciary.
April 20, 2017
Mnuchin Says Tax Overhaul Plan Will Still Happen by Year's EndThe Treasury Secretary says tax reform will get done even if health care reform doesn't.
April 20, 2017
Raymond James to Buy $27B Asset ManagersScout Investments and Reams will join Carillon Tower Advisers, which recently expanded its sales and distribution team.
April 18, 2017
Galvin Concerned by State’s Use of Private Agencies to Collect Delinquent TaxesThe governments use of private collectors muddies the situation in the publics mind, Massachusetts Sec. Galvin warns.
April 18, 2017
GOP Proposes to End Big Tax Break for Democratic StatesRepublicans want to end state and local income tax deduction from federal taxes. New York, California and New Jersey taxpayers would be hit hard.
April 18, 2017
Government Shutdown Could Roil Markets, Tax Cuts Still Doable: FriedmanRepublicans will cut taxes this year to avoid embarrassment, but full-scale reform is uncertain, says Washington Update's Andy Friedman.