Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Panama Papers reflect well on capitalism (but not kleptocrats)
By Megan McArdleThe Panama Papers isn't an indictment of global capitalism but of countries that have weak institutions and corruption.
April 06, 2016
Trump loses in Wisconsin, but his lead remains formidableTed Cruz continues to press for PPACA repeal.
April 05, 2016
Panama has company as bank-secrecy holdout, as U.S. offers havenThe U.S., says Stefanie Ostfeld, should not "want to be the playground for the worlds dirty money, which is what we are right now."
April 05, 2016
Panama has company as bank-secrecy holdout, as U.S. offers havenThe U.S., says Stefanie Ostfeld, should not "want to be the playground for the worlds dirty money, which is what we are right now."
April 04, 2016
Taxes and Investing: A Year-Round ConcernYear-round tax management of investors portfolios is a great way to take advantage of market volatility by harvesting losses.
April 04, 2016
The Tax Bottom Line: States With the Highest TaxesTax Freedom Day came to Louisiana last year on April 2, while Connecticut and New Jersey taxpayers didnt get there until May 13.
April 04, 2016
World Leaders Hid Wealth via Shell Companies, Report AllegesPrime Minister Sigmundur D. Gunnlaugsson of Iceland was among those implicated in files leaked from a Panama law firm.
April 04, 2016
What Americans really think about tax planningMake sure to read this article while sitting down: Some of these responses are not for the faint of heart.