Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
This Is Your Client’s Brain on Finance
By Michael FinkeNeuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isnt always the most effective.
October 24, 2012
Members of ‘Gang of Six’ Warn About Fiscal Cliff at SIFMA ConferenceAt SIFMAs annual meeting, Sens. Saxby Chambliss, R-Ga., and Mark Warner, D-Va., discussed the fiscal cliff and Americas future competitiveness in the global marketplace.
October 24, 2012
Kerviel Loses Appeal on SocGen Trading LossThe 2010 verdict by a French court finding Jerome Kerviel solely responsible for Socit Gnrale's trading losses of 4.9 billion euros ($6.34 billion) in 2008 was upheld Wednesday by a Paris appeals court.
October 23, 2012
After Election, All Eyes Will Be on Lame-Duck SessionWith the presidential election closing in, political pundits have been weighing in on which issues Congress must tackle during what political analyst Andy Friedman called the mother of all lame-duck sessions.
October 23, 2012
ETFs for Tax PlanningExchange-traded funds are often regarded as more tax efficient than traditional mutual funds largely due to the fact that many ETFs have been able to avoid the annual capital gains distributions that often frustrate investors in traditional mutual funds.
October 23, 2012
Robert Pozen: What’s the Answer for Corporate Taxes?How do we reduce the corporate tax rate without adding to the deficit?
October 19, 2012
IRS Raises 401(k) Contribution LimitsWhile an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
October 19, 2012
The fear factor in financial planningMarket turbulence has pushed consumers to guaranteed products like annuities.