Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What the same-sex marriage ruling means for insurance agents
By Robert Bloink, William H. ByrnesHere's what last month's decision means for six critical financial planning sectors, including estate planning, life insurance and health insurance.
July 02, 2015
Untangling the FATCA Web for Hedge Funds (Next Up: GATCA)Think that since there is no IRS registration requirement, U.S.-domiciled funds arent subject to FATCA? Think again.
June 30, 2015
Using a Stock Swap to Maximize Clients’ CompensationIn the current market, executives who receive company equity are seeking ways to maximize their wealth in a tax-efficient manner.
June 30, 2015
Puerto Rico Bonds May Be Hiding in Your Clients’ PortfoliosInvestors in muni bond funds or ETFs may have exposure to those bonds, now trading around 64 cents on the dollar, without even knowing it.
June 29, 2015
GoldPoint hires Blackstone’s Sean Gelb as finance chiefGelb will oversee accounting for the firm and its funds, New York-based GoldPoint said Monday.
June 25, 2015
Expat Groups Rage Against FATCA, Election-Season StyleIn a poll by deVere Group, nearly half of U.S. expats said they'd vote for a presidential candidate who promised to repeal FATCA.
June 18, 2015
House votes—again—to repeal PPACA tax on medical devicesBackers have not come up with a "revenue raiser" to offset the projected budget effects.
June 18, 2015
House votes—again—to repeal PPACA tax on medical devicesBackers have not come up with a "revenue raiser" to offset the projected budget effects.