Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Best and Worst 529 College Plans for 2012: Morningstar
By Joyce HansonWhats striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008and seven of the 27 medalists are advisor-sold.
October 17, 2012
Deep divisions over debt-reduction proposals as fiscal cliff approachesFrom a dozen options, the public endorses just two solutions to reduce the debt and deficit.
October 17, 2012
Tough Talk in U.K. on Banks, Starbucks TaxesThe U.K. was sounding a note of authority with assertions that banks should be compelled to hold a certain amount of capital and threats of an investigation into Starbucks tax affairs.
October 16, 2012
8 presidents, 1 nominee, and the tax rates they paidWhere does Mitt Romney's 14.1 percent tax rate fall on the spectrum of past presidents? We'll give you a hint: It's not the lowest.
October 16, 2012
8 presidents, 1 nominee, and the tax rates they paidWhere does Mitt Romney's 14.1 percent tax rate fall on the spectrum of past presidents? We'll give you a hint: It's not the lowest.
October 16, 2012
The Ticking Estate Tax Time Bomb: Less Than 90 Days of Planning RemainFor your clients who have been playing the wait-and-see game in estate planning this year, the time for waiting is over.
October 11, 2012
Raymond James COO: Fiscal Year Results to Reflect Conservative CultureRJFS COO Dennis Zank positioned the firm as an antidote to out-of-control Wall Street growth for growths sake at the 2012 Raymond James Womens Symposium.
October 11, 2012
8 financial considerations for 2013The last two months of 2012 will surely bring political theater to Capitol Hill. As they unfold, you might want to look ahead to next year and consider the potential impact on your financial life.