Tax Planning

The latest news and developments that advisors need to create meaningful tax planning strategies for clients.

Tax Planning

In DOMA's wake, more good news for same-sex couples

By Warren S. Hersch
Shanghai Free Trade Zone Could Challenge Hong Kong

September 20, 2013

Shanghai Free Trade Zone Could Challenge Hong Kong
4 Financial Planning Profiles That Determine Consumers’ Future Success

September 18, 2013

4 Financial Planning Profiles That Determine Consumers’ Future Success
Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National

September 17, 2013

Are Tax-Deferred VAs Tax Efficient? Yes, Says Jefferson National
You Can Live Abroad, but You Can’t Shake U.S. Taxes

September 16, 2013

You Can Live Abroad, but You Can’t Shake U.S. Taxes
Morningstar: State Pensions Complex, Lack Transparency

September 16, 2013

Morningstar: State Pensions Complex, Lack Transparency
Banks lock out Americans over new tax law

September 16, 2013

Banks lock out Americans over new tax law
Who’da thunk it? 401(k) plans really do lead to higher taxes

September 13, 2013

Who’da thunk it? 401(k) plans really do lead to higher taxes