Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
PIMCO’s Gross: Higher Taxes Across the Board on the Way
By John SullivanMarginal income taxes, capital gains and dividend tares will all rise, Bill Gross says.
November 07, 2012
After Obama Victory, How the New Government Is Shaping Up for Advisors: UpdatedSome notable newcomersElizabeth Warren, for onejoin Congress, which remains divided between the two parties as fiscal cliff, tax issues come to fore of national agenda. FPA and FSI's leaders and lobbyists weigh in on what's next.
November 06, 2012
4 Post-Election Fiscal Cliff ScenariosWithin a day or two, we'll finally know who voters want in Washington, but we still won't know whether we're headed over the fiscal cliff. Here are four scenarios of what might happen.
November 02, 2012
Four Tax-Saving Strategies for AdvisorsWith possible changes on the horizon, it's time to take action -- the right action.
November 02, 2012
Ahead of Election, U.S. Added 171,000 Jobs in OctoberJust four days before the presidential election, the BLS October jobs report showed unemployment notched up to 7.9% as employers added 171,000 jobs.
November 01, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 2Although the popular press has widely blamed rising long-term care insurance premiums on "unexpected" claims, the reality is that the rising cost of care has played only a limited role.
November 01, 2012
Moody's Says Sandy Likely to Drive Further Rate IncreasesMoodys reports that one positive result of Hurricane Sandy for insurance companies is that the event will likely help support price increases going into 2013.
November 01, 2012
JPMorgan Sues London Whale’s BossJPMorgan Chase & Co. has filed suit against Javier Martin-Artajo, the executive who supervised Bruno Iksil, aka the London Whale, after the latters disastrous trades lost the bank what could be upwards of $6.2 billion.