Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
October 15, 2013
The Importance of Having an Established Firm PhilosophyWhen the overall vision and philosophy between parties don't align, friction often results.
October 14, 2013
Advisors, HNWs Don't See Eye to Eye on Philanthropy: SurveyMany advisors misunderstand clients' motivations for giving, a survey of both groups by U.S. Trust and The Philanthropic Initiative found.
October 11, 2013
GOP Senators Optimistic After Obama Meeting on Debt CeilingIm glad we had the discussion, said Sen. Kelly Ayotte, R-N.H. Now we have to put the words into action and get this resolved.
October 11, 2013
10 Worst States for Business TaxesThe Tax Foundations 2014 State Business Tax Climate Index used five key factors to determine rankings, with these states being the most burdensome
October 10, 2013
Costa Concordia Salvage Highlights Higher Risks to Maritime InsurersAs ships grow larger, so do potential losses for both insurers and reinsurerssomething investors might want to keep in mind.
October 10, 2013
10 Best States for Business TaxesThe Tax Foundation released its 2014 State Business Tax Climate Index, which used five key factors to determine rankings.
October 09, 2013
Boehner slams Obamacare after other GOP leaders sidestep itBoehner has not forgotten that the PPACA is what galvanized Republicans and gotten the country into this deadlock.