Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Shanghai Free Trade Zone Could Challenge Hong Kong
By Marlene Y. SatterThere is a lot of action following Chinas approval of a free trade zone in Shanghai. While not all of it is good, opportunity lies ahead.
September 16, 2013
You Can Live Abroad, but You Can’t Shake U.S. TaxesIf youve got clients who are U.S. citizens but are living outside the country, theyre still liable for income, gift and estate taxes.
September 16, 2013
Morningstar: State Pensions Complex, Lack TransparencyWhos watching your clients pension? At the state level, who knows?
September 16, 2013
Banks lock out Americans over new tax lawOffshore tax havens are beginning to turn away Americans.
September 13, 2013
Who’da thunk it? 401(k) plans really do lead to higher taxesHow can we still call something that causes people to pay more taxes tax-advantaged?
September 13, 2013
11 ways to cut your capital gains tax billLast years 15 percent capital gains tax is just that last year.
September 13, 2013
Paulson: Ben Bernanke a ‘Hero’Former Treasury secretary regrets not being able to better communicate the need for a Wall Street rescue.
September 12, 2013
Who Gets the Beach House? A How-To for Advisors on Helping a Family DecideWhen Merrill's Stacy Allred sat down to help a family preserve their beach house, she quickly found herself facing a challenge that has affected many families.