Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Cold Call Script Writing Lesson
By Bill GoodLets look closely at these two cold calling scripts. The first has a chance of success. The second has no chance.
September 29, 2014
Advisor Prepares Pro Athletes for Life After SportsLee Rawiszer creates lifetime plans for incomes at risk of meteoric rises and crashes sometimes after meeting the client for less than 15 minutes.
September 24, 2014
IRS Warns of FATCA Phishing ScamsScam artists posing as the IRS have fraudulently solicited account holder identity and financial account information.
September 23, 2014
Helping Clients Avoid the IRS on Tax-Free Inherited IRA RolloversIRS blessed tax-free rollovers for two spouses inheriting IRAs that didn't name them as beneficiaries, but they could have done the same with proper planning.
September 22, 2014
Treasury, IRS Issue New Guidance to Curb Corporate Tax InversionsThe Treasury Department and IRS issued guidance late Monday to reduce the tax benefits of corporate inversions.
September 22, 2014
UBS Loses Court Appeal of $1.4 Billion French Bail DemandThe bank must pay a security deposit to cover a potential fine for alleged money laundering, a Paris court ruled.
September 19, 2014
JPMorgan’s Kelly: U.S. Economic Recovery ‘Like an Irish Summer’Recovery has been damp and disappointing, David Kelly says, but decline in unemployment is encouraging. If only the housing market would recover
September 18, 2014
GAO Report pegs IRA account balances at $5.2 trillionMost taxpayers have IRA balances below $1 million, but some have balances topping $5 million.