Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
4 loss-prevention steps for HNW clients’ tangible assets
By Gary RaphaelAdvisors can provide a deeper level of service to their high-net-worth clients by regularly speaking about the importance of loss prevention.
July 15, 2014
79% of Expats Considering Giving Up U.S. Citizenship: PollAlmost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
July 14, 2014
Superior Returns and Advisory Services, ‘for Free’Eric Nelson shows how investors can beat the performance of index funds and get the tremendous value an advisor offers essentially for free.
July 14, 2014
Obama Threatens to Veto Bonus Depreciation ExtensionBonus depreciation was never intended to be a permanent corporate giveaway, the Obama administration said as the House passed a bill to make it permanent.
July 08, 2014
Taxed in 2 (or More) Countries? Saddle River Helps Sort It OutSaddle River Capital Management recently launched a service to help clients with assets in multiple countries comply with the various tax laws theyre subject to.
July 08, 2014
Rising capital gains taxes: What’s an investor to do?In filing 2013 taxes, many Americans saw a sizeable bump compared to previous years, with the biggest hike on investment income.
July 08, 2014
Rising capital gains taxes: What’s an investor to do?In filing 2013 taxes, many Americans saw a sizeable bump compared to previous years, with the biggest hike on investment income.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.