Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
One year later: How same-sex marriage rights have changed LGBTs’ financial lives
By Emily ZulzHalf of LGBT couples surveyed said being in a legally recognized same-sex partnership has simplified their finances.
June 24, 2016
One Year Later: How Same-Sex Marriage Rights Have Changed LGBTs’ Financial LivesThe marriage rate of same-sex couples has more than tripled since 2012, according to a Prudential survey.
June 23, 2016
U.K. backs Brexit as Cameron resigns after historic ruptureOne industry particularly under threat is financial services, which employs more than 2 million people nationwide.
June 23, 2016
Illustration of current taxed versus tax deferred earningsDeferring your taxes and minimizing your tax burden is a strong selling point for FIAs.
June 23, 2016
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) WorkThe rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
June 20, 2016
I Planned for Widowhood but Got a Lot WrongMy husband and I thought wed done everything right on end-of-life planning, but after he died, I found we missed a lot.
June 20, 2016
What the Case of a Broker Who Had an Affair With a Billionaire Client Means for AdvisorsA contentious debacle involving ex-Morgan Stanley advisor Ami Forte and her billionaire client, Roy Speer, evokes concerns about elder exploitation and gender discrimination.
June 20, 2016
IRS Makes Charities’ Financial Data Easily AccessibleNonprofits' Form 990 data will be available for the first time in a machine-readable format through Amazon Web Services.