Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
States eye wallets of richest residents with income-tax measures
By James NashVoters in as many as four states will consider higher levies on their wealthiest residents during the November election.
May 19, 2016
Ex-Morgan Advisor, Ami Forte, Grapples With Fallout of Affair With Billionaire Client, Roy SpeerAfter FINRA ruled that Speers widow should be paid back $34 million, Morgan Stanley fired Forte, arguably the firms most prominent financial advisor.
May 18, 2016
Give your graduate cash — a lifetime of itGiving cash to graduates is more popular than ever. Here are some ideas from financial planners about making the most of that generosity.
May 18, 2016
Give your graduate cash — a lifetime of itGiving cash to graduates is more popular than ever. Here are some ideas from financial planners about making the most of that generosity.
May 17, 2016
Best (and Worst) Places to Die in 2016While the federal estate tax is static, states continue to move chess pieces across the estate planning board, Adrienne Penta says.
May 16, 2016
Kotlikoff: Congress Took a ‘Meat Cleaver’ to Social Security Claiming RulesLaurence Kotlikoff tells ThinkAdvisor about gotchas in the new rules beyond ending file-and-suspend and points out a loophole that could give some couples $120,000.
May 16, 2016
The Bay State Difference for Estate TaxesIn Massachusetts, wealthy married decedents can take advantage of a separate state GTIP election.
May 13, 2016
5 ways to incur a big tax bill (and land you in arbitration)Advisors may now be held to a higher standard of care with respect to providing adequate tax and legal information.