Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Valliere Upbeat on Ryan, Economy; Predicts Clinton vs. Rubio Election
By Janet LevauxThe political strategist talks about why both parties are terrified of their presidential front-runners and says the fiscal picture is brighter than many observers think.
November 02, 2015
Merck CEO says drug-price debate doesn’t account for R&D risksKen Frazier says finding successful new treatments for cancer and other terrible diseases is expensive.
October 30, 2015
How Advisors Can Use ETFs to Minimize 2015 Tax BillsNow is the time for investors to sell money-losing ETFs and stocks to offset capital gains in the current calendar year, Ron DeLegge writes.
October 30, 2015
Mercatus analysts: Indexing could blow up PPACACongress will face pressure to postpone painful, budget-protecting adjustments, Capretta and Antos say.
October 28, 2015
20 cities Americans are flocking to and fleeingPopulation shifts impact insurance premiums and insurance agency growth opportunities. Are potential customers moving in or out of your area?
October 27, 2015
The end of the back-door Roth? Time for a chat with clientsPresident Obamas 2016 budget proposal suggests that future Roth IRA conversions be limited to pre-tax money only.
October 27, 2015
The end of the back-door Roth? Time for a chat with clientsPresident Obamas 2016 budget proposal suggests that future Roth IRA conversions be limited to pre-tax money only.
October 25, 2015
College Planning: 7 Steps to Filing the FAFSAFAFSA filing dates are changing, beginning with the 2017-2018 academic year, and that could affect parents' finances.