Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Milestone Nears for Same-Sex Couples
By Janet LevauxThere's a steep learning curve when it comes to understanding the financial planning implications of the IRS ruling, says planner Scott Grenier of Baird.
September 06, 2013
3 ways to reduce your clients' lifetime tax burdenTaxes add up over a lifetime. Here's how you can help.
September 05, 2013
How RIAs Can Show SEC Examiners They Adequately Manage RiskWhen examiners from the SEC or the states come to visit, theyll want to know you take risk management seriously. Heres how to get started.
September 04, 2013
Same-Sex Marriages Now Recognized for Federal Tax PurposesThe IRS ruling applies regardless of whether a couple lives in a jurisdiction that recognizes same-sex marriage or in one that does not.
September 03, 2013
Genworth, Cetera Close Unit Sales Deals"We are getting back to our roots," says Genworth Financial Wealth Management President and CEO Gurinder Ahluwalia.
August 29, 2013
Want to Retire on Less Than $1,200 a Month? Try Living AbroadKathleen Peddicord explains why more retirees are considering leaving the country and what this trend means for advisors.
August 29, 2013
Obamacare Tax Stumps AdvisorsWIth little or no guidance from the IRS, advisors are clueless on how to help clients reduce their liability for the new investment tax.
August 28, 2013
Scientists find clue to age-related memory lossResearchers discovered that a certain gene in a part of the brain's memory center produces less of a key protein in older people.