Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
UBS Reports Loss of $2.1B as Advisors Top $1M in Average Production
By Janet LevauxPlus, the wealth management unit in the Americas added nearly 30 advisors in the fourth quarter.
February 01, 2013
7 mistakes to avoid on your 2012 tax returnConsider several frequently missed deductions, including excess Roth contributions and dividend reinvestments, to get the most of your tax return.
February 01, 2013
7 mistakes to avoid on your 2012 tax returnConsider several frequently missed deductions, including excess Roth contributions and dividend reinvestments, to get the most of your tax return.
January 30, 2013
Strategist Valliere: Economy’s fundamentals ‘extremely good’Greg Valliere says, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.
January 29, 2013
Strategist Valliere: Economy’s Fundamentals ‘Extremely Good’Greg Valliere, at the FSI conference, said, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.
January 29, 2013
The $5.25 Million Question: How to Protect Your HNW Clients’ ChildrenThink your HNW clients can breathe easier because of the now-permanent $5 million exemption for estate, gift, and generation-skipping transfer taxes? Think again.
January 25, 2013
CBO: PPACA tax credit could be bigU.S. health insurers might get $110 billion from the provision in 2021.
January 24, 2013
Mickelson apologizes for public airing of tax issuesMickelson caused a sensation this week by saying new federal and state tax rates might cause him to move away from his native California.