Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
IRS Re-Opens REIT Loophole for $58B NSAM Deal
By Erika MorphyTreasury says that its recently-announced regulations will be corrected to give effective date relief for conversions before Dec. 7, 2015.
June 03, 2016
Yes, a Six-Figure Income Means You’re AffluentThe mortgage interest tax deduction is largely a subsidy for the affluent, and if your household makes over $100,000, that means you, Justin Fox writes.
June 01, 2016
In Defense of Gold as a Defensive AssetThe Fed is behind the curve on rate hikes, and thats good news for gold investors.
May 31, 2016
Nearly Half of Advisors Don’t Offer Social Investing: TIAAThere's a lot of misunderstanding around socially responsible investing 40% of investors aren't even sure if they own such investments, TIAA reports.
May 31, 2016
Adding Value After the Death of a Client’s SpouseThe loss of spouse is one of the most painful events a person will ever endure; the advisor can play a key role in healing.
May 24, 2016
Mitigating Postretirement Health Expense RiskPostretirement healthcare costs can be a significant expense, fortunately there are planning vehicles and income minimization techniques that can help.
May 24, 2016
3 Ways to Give College Grads Cash — a Lifetime of ItAs your clients' kids step into the real world, here are some ideas to get them started on long-term saving and investing.
May 23, 2016
Impact Investors Boosting Their Bets This YearBig impact investors plan to commit 16% more capital this year, and 89% were satisfied with investment performance last year, Global Impact Investing Network reported.