Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
New Hire Roundup: Vanguard’s McNabb to Serve Additional Term at ICI
By Marlene Y. SatterMeanwhile, Dynasty Financial Partners announced a new partnering with Nova Wealth Advisors.
October 07, 2014
Under the Hood: What You Need to Know About the Federal Estate TaxWhats included in the estate, whats the tax on that estate and what are the resources for learning more, including designations to consider achieving.
October 04, 2014
Is a Tax Bomb Looming for PIMCO Investors?Total Return Fund outflows could lead to a host of consequences for the investors who stay. And thats a problem for all mutual fund investors.
October 03, 2014
10 least tax-friendly states for retireesIf your clients are looking for ways to cut expenses in retirement, stay away from these 10 states, where taxes are especially unkind to retirees.
October 02, 2014
Gary Shilling: 4 Warning Flags Threatening U.S. StocksThere are several foreboding signs of darker times ahead for the market, Gary Shilling warns.
October 02, 2014
Deadline for Undoing IRA Conversions Approaching FastThe deadline for recharacterization of assets that were moved from one form of an IRA to the other is Oct. 15.
September 30, 2014
Are You a Crummey Advisor or Just a Crummy Advisor?When it comes to passing your clients' wealth to the next generation in the most tax-efficient way, you definitely want to be a Crummey advisor.
September 30, 2014
On the Third Hand: H&R ShockIncome substantiation is due today. Realism about exchange messiness was due yesterday.