Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Budget Deal Heads for Likely House Passage
By Melanie WaddellSpeaker John Boehner criticized conservative groups for opposing it; Senate Majority Leader Harry Reid said "neither side got everything it wanted."
December 03, 2013
Hot Item on Shopping List of Ultra-Rich: New NationalityA growing number of ultrawealthy people are jurisdiction shopping for greener tax pastures.
December 02, 2013
Act Now on These Expiring Tax Breaks: IRA Charitable Rollovers, Bonus DepreciationYou cant count on Congress to renew tax provisions set to expire at year-end, so get clients to act now, especially on these two items.
December 02, 2013
Unlikely Budget Deal Paves Way for CR; Shutdown Risk 'Very Small': AnalystA stopgap measure to keep funding at current levels, minus sequester cuts, is the most likely outcome, says Washington Analysis' Joe Lieber.
December 02, 2013
How I’m Handling My Document Storage NeedsFor my own needs, and my clients, getting a handle on document storage is a crucial initiative.
November 27, 2013
Canadian seniors rate themselves as financially knowledgeableFifty-five percent of Canadian seniors would give themselves an "A" or "B" when evaluating their financial knowledge.
November 27, 2013
Canadian seniors rate themselves as financially knowledgeableFifty-five percent of Canadian seniors would give themselves an "A" or "B" when evaluating their financial knowledge.
November 26, 2013
Industry's golden parachutes: Colossal but commonAmong the six companies within the Prudential Financial peer group, the distinction for highest executive severance benefits goes to Aflac CEO Daniel Amos.