Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 Wacky Tax Deduction Ideas (and Why They Might Work)
By John SullivanRachel Louise Ensign helpfully rounds up some of the oddest tax deduction attempts and explains why some work and some dont.
February 15, 2013
Is Financial Planning Becoming Commoditized? Pt. 2, the OutlookThe pressure is on for those who are masquerading as financial advisors without really providing valuable financial planning advice.
February 15, 2013
Financial Crisis’s Pricetag Could Top $10 Trillion: GAOLosses incurred by the financial crisis of 2007-'09 could exceed $10 trillion, and the effects could linger for years to come, according to a just-released report by the Government Accountability Office.
February 14, 2013
Financial Planning and Commoditization, Pt.1: Defining TermsFinancial planning itself may remain remarkably resistant to commoditization, but that doesn't mean some advisors aren't in trouble.
February 13, 2013
Richard Niles (1953-2013)Sometimes, we can work right next to somebody and not even know their name. How do we let that happen?
February 13, 2013
Richard Niles (1953-2013)Sometimes, we can work right next to somebody and not even know their name. How do we let that happen?
February 13, 2013
In State of the Union, Obama Calls for ‘Smarter’ Government"Its not a bigger government we need," said President Barack Obama in his State of the Union address Tuesday, "but a smarter government that sets priorities and invests in broad-based growth.
February 08, 2013
How to meet the right centers of influencesCultivating mutually beneficial relationships with your clients other centers of influence creates a win-win situation. Here are some tips to get you started.