Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 things clients want from advisors that robos can't do
By James J. GreenThe Investor Sentiment Survey finds clients "expect more than what the regulators require" on advisor competency.
August 25, 2015
4 Things Clients Want From Advisors That Robos Can’t Do: IMCAIMCA Investor Sentiment Survey finds clients expect more than what the regulators require on advisor competency.
August 24, 2015
How to Save a Spousal IRA RolloverA common estate planning error can erase the tax breaks of an IRA inherited from a deceased spouse. But recent IRS rulings suggest an exception.
August 18, 2015
Hillary Clinton's Nevada union foes eye repeal of PPACA 'Cadillac tax'The Culinary wants her to help kill the tax before it takes effect.
August 11, 2015
Tax horror defying Modi causes AIG to shun cover for India dealsInsurers from Allianz SE to AIG Inc. are avoiding offering tax-liability coverage in Indias cross-border M&A market.
August 05, 2015
PPACA Cadillac plan tax pie: Hard to slice?A Lockton compliance specialist sees drama ahead.
August 05, 2015
Are Your Clients Paying Too Much in Taxes?Right now, many advisors and clients dont fully appreciate the drag on returns caused by taxes, which adds up quickly, says Russell's Frank Pape.
July 30, 2015
Valeant Tells Congress a Different Tax Tale Than InvestorsThe U.S. Senate Permanent Subcommittee on Investigations held its first hearing under new leadership on Thursday with a dive into the U.S. corporate tax code.