Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Two men enter, one man leaves
By Arthur D. Postal, Warren S. HerschWhats really at stake for the life/health industry in next months elections?
October 03, 2012
Two men enter, one man leavesWhats really at stake for the life/health industry in next months elections?
October 03, 2012
Spain Suffers as Corporations Save on TaxesA combination of small-business failures and the move of large corporations toward countries considered tax havens has led to a drop of nearly two-thirds in the corporate taxes collected by Spain.
October 02, 2012
What to Do About New Medicare Taxes: Kitces at FPA ConferenceMichael Kitces, Pinnacle Advisory Groups managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
October 02, 2012
An Advisor (and Client) Wish List for the Next PresidentIs it too much to ask for some simplicity, common sense and logic from our Commander-in-Chief?
October 01, 2012
How I Solved a Client’s Cash-Flow Issue and Got My Own RewardHow I solved one clients issue and in return got him to serve as a reference to a prospective client.
September 29, 2012
FPA Names Janet Stanzak Its 2013 President-ElectThe Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has walked in the shoes of the majority of our members."
September 28, 2012
BofA Settles Merrill Purchase Suit for $2.43 BillionThe deal resolves a long-standing dispute, but should not have much impact on the firm's advisors, experts say.