Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
11 Best & Worst Broker-Dealers: Q1 Earnings, 2016
By Janet LevauxResults for financial firms were generally the same: bad, with one standout.
April 25, 2016
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic ValuesThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.
April 25, 2016
Advisors Can’t All Be ‘Supernovas’ With Lean BooksThe popular service model, focused on fewer clients and extensive face time, will not work as claimed for most advisors, Bill Good writes.
April 25, 2016
U.S. Treasury takes a stand for transparencyIn the wake of the Panama Papers, the U.S. Treasury announced that it would put forward a rule to compel U.S. banks to identify the people who use shell companies when they try to open accounts.
April 25, 2016
U.S. Treasury Takes a Stand for TransparencyA rule compelling banks to identify shell company users would help stymie tax evaders and terrorists, former TARP head Neil Barofsky writes.
April 25, 2016
IRS OKs Program-Related Investments for FoundationsThe Obama administration has assured private foundations that they can use a wide variety of financial tools to achieve their charitable purpose.
April 25, 2016
Top 10 ways military families plan to spend tax refunds in 2016The majority of America's military families say they plan to commit their tax refunds to fortifying family finances in 2016.
April 25, 2016
Bob Doll: Don’t Worry About China; Worry About Corporate TaxesChina is not in a recession, Brexit is a "nonissue" and other predictions from the Nuveen chief equity strategist.