Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Buffett Hits Trump Back: I’ve Paid Taxes ‘Every Year Since 1944’
By Noah Buhayar, Lynnley BrowningBy releasing his tax data, Warren Buffett just fact checked Donald Trump over the candidates claim during the debate.
October 05, 2016
Columbia University Endowment Posts 0.9% Loss as CEO DepartsThe percentage loss is the lowest among all the Ivies that have reported so far.
September 30, 2016
AIG Fraud Trial: Tension Remains High as Greenberg Testifies for 3rd DayHank Greenberg faced questions on the stand again about how he dealt with warnings that AIG could face scrutiny after the Enron accounting scandal.
September 30, 2016
Clinton, Trump Economic Advisors Spar in DebateObamacare is a true catastrophe, Trump advisor Moore said, while Clinton advisor Sperling argued the countrys problems stem from the financial crisis.
September 30, 2016
Best sales practices from an MDRT Top of the Table producerIt's not what you know or sell that counts most, but the strength of your network, says Gateway CEO Shane Westhoelter.
September 30, 2016
Best sales practices from an MDRT Top of the Table producerIt's not what you know or sell that counts most, but the strength of your network, says Gateway CEO Shane Westhoelter.
September 29, 2016
More Families Saving for College but Many Not Using 529 PlansA new survey shows close to 60% of families are saving for college, but only 37% are using 529 plans.
September 28, 2016
Greenberg explains involvement as CEO in failing AIG lineIn the first day of Greenberg's direct testimony he was painted as a heavily involved CEO and chairman who considered the millions of dollars in losses hemorrhaging from AIG's auto-warranty line to be a "debacle."