Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
What Are the Odds? 6 Election Scenarios Affecting a ‘Fiscal Cliff’ Deal
By Ronald PechtimaldjianIn a weekly commentary, Jeff Kleintop, chief market strategist for LPL Financial, cobbled together an insightful selection of the odds of a fiscal cliff deal based on which party wins what after the election.
September 16, 2012
NAIFA: Washington's callingNAIFA announces a Congressional Conference from April 8-9 to remind Congress not to tax life insurance.
September 14, 2012
3 fiscal storms brewingWhat are the biggest fiscal storms building in 2012? Be prepared for what might be the storm of the century.
September 14, 2012
3 fiscal storms brewingWhat are the biggest fiscal storms building in 2012? Be prepared for what might be the storm of the century.
September 14, 2012
UBS Rogue Trader’s Losses Could Have Topped $12 Billion: ProsecutorKweku Adoboli, the so-called rogue trader of UBS who lost $2.3 billion in unauthorized trades, went on trial in London, and the prosecutor said the scale of his gambling put the very existence of the bank at risk.
September 12, 2012
Election Impact 2012AdvisorOne's 2012 Election home page offers ongoing, unique insights on topics of interest to advisors and their clients throughout the campaign and its aftermath by our team of reporters and columnists.
September 12, 2012
Obama vs. Romney: 6 Key Differences on Taxes, RegulationThe two candidates offer voters starkly different ideas on how to reform the tax and financial systems.
September 12, 2012
NAIFA Government Relations Team Warns of Threats to IndustryLegislative and regulatory efforts that pose potentially serious threats to life insurance professionals were discussed at a Legislative Forum held Monday during NAIFA's annual conference.