Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NAIFA: Inside build-up will escape tax reform
By Warren S. HerschThough not official, the announcement was based on "conversations" between NAIFA and Congressional members.
September 26, 2013
How to determine the fair market value of a giftDid your client give his son a car? Gift some stock to a grandchild? Here's how to figure out what it might cost him in taxes.
September 26, 2013
How to determine the fair market value of a giftDid your client give his son a car? Gift some stock to a grandchild? Here's how to figure out what it might cost him in taxes.
September 25, 2013
How to Market to, and Meet the Needs of, Same-Sex CouplesThree suggestions on how to market to same-sex couples, three key planning issues you should address and a checklist (good for domestic partners, too) to put it all together.
September 25, 2013
In DOMA's wake, more good news for same-sex couplesOn August 29, the IRS adopted Revenue Rule 2013-17, which states that same-sex couples will be treated as married for all federal tax purposes.
September 25, 2013
In DOMA's wake, more good news for same-sex couplesOn August 29, the IRS adopted Revenue Rule 2013-17, which states that same-sex couples will be treated as married for all federal tax purposes.
September 25, 2013
Advent Launches New Platforms, Logo at ConfabMeanwhile, SunGard rolls out a portfolio management tool that lets advisors compare financial projections with actual performance.
September 25, 2013
New Hire Roundup: IMCA Names Whiting National Sales DirectorJohn Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.