Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Americans, and Their Money, Flee High-Tax States
By Gil WeinreichMuch is said about businesses' growth driving state economies. But cash brought by tax migrants from other states may dwarf their revenue.
August 09, 2013
Prudential Financial records $489M loss in Q2The loss is a significant reversal from the $2.2 billion in net income the company enjoyed just one year ago.
August 09, 2013
Prudential Financial records $489M loss in Q2The loss is a significant reversal from the $2.2 billion in net income the company enjoyed just one year ago.
August 08, 2013
Leveraging qualified assets with life insuranceA life policy could help your client make the most of "extra" assets.
August 07, 2013
ING to Launch New Advisor Platform in Q4The group's 1,500 affiliated independent reps will soon be working with more accounts and other financial information affecting their clients in an integrated way.
August 07, 2013
Post-DOMA’s Demise, Prepping Your Practice to Meet the Needs of Same-Sex CouplesIn part two of our series, assessing the unique advice needs of these couples and presenting the best tax, estate and retirement planning strategies.
August 06, 2013
Have a Strange Gift for a DAF? Fidelity's InterestedTraditionally it was highly appreciated company stock; now, it might be a grain elevator.
August 01, 2013
Italian court upholds Berlusconi’s sentence in tax fraud caseWhat happens when a man with immunity is found guilty?