Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014
By Janet LevauxThe third quarter saw several firms get hit with problems, while others were able boost their financial results.
November 12, 2014
11 ways the 2014 elections will impact your walletOne of the most important considerations lingering in the aftermath of the elections is what increased Republican power means for our wallets.
November 10, 2014
How to address the middle class income depressionGrimaldi proposes a fiscal policy agency that would set tax rates and the federal budget, a step that would require a Constitutional amendment.
November 10, 2014
In Search of the Best Financial Planning Software: eMoneyHoping to decide on which software to purchase by next month, I give eMoney a try.
November 06, 2014
Top 3 fraudulent schemes targeting insurers [infographic]ACFE's research indicates that the longer a fraud lasts before it is detected, the more the victim organization stands to lose.
November 06, 2014
IRS Simplifies Filing for Americans in Canadian Retirement PlansAmericans saving in Canadian plans now qualify for automatic tax deferral similar to 401(k) and IRA participants.
November 05, 2014
Enhancing Creditor Protection of IRA FundsDespite a recent Supreme Court ruling to the contrary, inherited IRAs may be vulnerable to bankruptcy creditors. Here's a strategy for stronger protection.
November 03, 2014
Low Oil Prices Unlikely to Hurt Some Energy InvestmentsU.S. energy renaissance lets investors reap tax breaks while avoiding commodity market swings like those engendered by Saudi Arabia oil price cut.