Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
A financial planning Christmas Carol
By Bob ClarkA cautionary tale about the future of this profession. Beware, ghosts abound!
December 23, 2014
Stop-loss draft authors want paid claims dataRegulators note that smaller employers may need extra help.
December 22, 2014
The Split-Dollar Triple Tax Savings Package for HNW ClientsFor high-net-worth clients, a split-dollar lending strategy can provide an effective method for transferring wealth while taking advantage of the tax preferences of life insurance and the low interest rate environment.
December 22, 2014
3 last minute tax tips for 2014While last minute holiday shopping is probably the main thing on your mind, its important that you dont let your tax strategy fall to the wayside.
December 22, 2014
3 last minute tax tips for 2014While last minute holiday shopping is probably the main thing on your mind, its important that you dont let your tax strategy fall to the wayside.
December 22, 2014
Tax Loss Harvesting: Beware of Unrealistic ExpectationsOnce an end-of-year tradition, tax loss harvesting can now be done year-round, and more efficiently. Beware of unrealistic expectations, however, especially from robo-advisors.
December 19, 2014
Levine on Wall Street: Russian banks and Bill GrossMetLife is not going quietly into systemic importance, and continues to rumble about seeking judicial review even after its SIFI designation.
December 19, 2014
Gridlock Likely in New Congress as Fiduciary Regs Hang in BalanceThe list of regulations and legislation that the advisory industry will be watching and lobbying to influence in the new year is long.