Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Strategist Valliere: Economy’s fundamentals ‘extremely good’
By John SullivanGreg Valliere says, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.
January 25, 2013
CBO: PPACA tax credit could be bigU.S. health insurers might get $110 billion from the provision in 2021.
January 24, 2013
Mickelson apologizes for public airing of tax issuesMickelson caused a sensation this week by saying new federal and state tax rates might cause him to move away from his native California.
January 23, 2013
What Investors Need to Know About MLPsWhat is an MLP? A master limited partnership is more accurately called a publicly traded partnership; it is a limited partnership or LLC taxed as a partnership.
January 23, 2013
Full Speed Ahead for Midstream MLPsThe role of natural gas as an energy source continues to expand as the United States moves toward energy independence.
January 23, 2013
What’s an Advisor’s Value?A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during recent market conditions.
January 23, 2013
U.S. Debt Debate Tops Global Investing Concerns: PollU.S. budget discord is more of a concern for investors than Europes fiscal crisis or a slowdown in China, according to the Bloomberg Global Poll.
January 22, 2013
To Save Clients a Tax Audit, Consider $249.99 Charitable GiftsAs you and your clients prepare for tax season, you might want to discuss this charitable giving strategy with your clients.