Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
LPL Nabs $1 Billion Group of 50 Reps
By Janet LevauxLevel Four Group, which includes both advisors and CPAs, was formerly affiliated with Lincoln Financial.
November 12, 2012
Merrill Lynch warns of post-election double whammyMerrill Lynch Wealth Management recommends three points for financial advisors to keep in mind when talking with their clients.
November 12, 2012
Lawmakers Head Back to Work With Fiscal Cliff LoomingEl-Erian and Lieber of Washington Analysis weigh in on the proper course to avert automatic cuts on Jan. 1.
November 12, 2012
BMO survey: Canadians’ financial literacy merits only passing gradeCanadians are more confident in their knowledge of financial terms compared to last year, but most still give themselves only a passing grade on their level of personal finance knowledge, according to a new report.
November 12, 2012
Top Portfolio Products: New Emerging Markets Equity Fund From CalvertAberdeen launches emerging markets debt fund, as Schwab rolls out mobile offering.
November 12, 2012
Bond Funds Top $400B in FlowsEquity funds see weaker flows, with close to $2.5 billion going to funds focused on emerging markets,
November 12, 2012
U.K. Officials to Question U.S. Companies on TaxesAmerican executives from Amazon, Google and Starbucks were to be on the hot seat in Britain on Monday as they faced questioning by U.K. tax authorities over how they managed to pay so little tax on earnings that amounted to billions.
November 09, 2012
Obama on Fiscal Cliff: ‘I’ll Compromise,’ but Not on Taxing Top EarnersAddressing the looming fiscal cliff, President Obama said Friday that while hes not wedded to every detail of the plan he put forward previously to reduce the deficit, he will not compromise when it comes to making sure the top earners pay their fair share.