Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Big government, small bellies: What Japan can teach us about fighting fat
By Staff WriterIf, like many Americans, you're looking to lose weight, there are worse role models to look to then Japan.
September 05, 2012
Five tax deductions that favor the richThe smaller your estate, the less you'll benefit from a handful of tax deductions.
September 05, 2012
Five tax deductions that favor the richThe smaller your estate, the less you'll benefit from a handful of tax deductions.
September 04, 2012
Cetera Rebrands Its Four BDsCetera Financial Group announced Tuesday that it was embarking on a unified rebranding that would change the names of its four broker-dealers, but would not change the way Cetera and its firms operate.
September 04, 2012
Advisors’ 5 Seasonal Investing Tips for ClientsAdvisors, offering some basic tips, say the biggest mistake people make is not planning their spending for summer, and even Christmas, early in the year.
September 04, 2012
Advisors: Prep Affluent Clients for Higher Taxes Next YearPolitical guru Andy Friedman predicts taxes will go up for your wealthy clients in 2013.
September 04, 2012
Advisors: Prep Affluent Clients for Higher Taxes Next YearPolitical guru Andy Friedman predicts taxes will go up for your wealthy clients in 2013.
September 01, 2012
3 Big Hot-Buttons for Advanced SalesHow will the approaching expiration of estate and gift tax provisions of the 2010 Tax Relief Act impact your clients? Can one structure an irrevocable life insurance trust as a non-grantor trust? What role can side funds play in fixing life insurance-funded split-dollar or private premium financing arrangements that were...