Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
3 Big Hot-Buttons for Advanced Sales
By Warren S. HerschHow 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...
August 27, 2012
Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the FamilyThe tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.
August 24, 2012
12 Best & Worst Broker-Dealers: Q2 EarningsEarnings fell as much as 58%, but also jumped over 600% within the broker-dealer industryAdvisorOne spotlights the six best and six worst.
August 24, 2012
Whose Death Triggers Which Death Benefit in That Annuity?Any advisor who offers advice regarding a deferred annuity must be very sure to understand what that contract says with regard to death benefits.
August 23, 2012
A Bold New DirectionOn Jan. 21, 2013, either a re-elected President Obama or a newly elected President Romney will face economic trouble and congressional stubbornness. Heres a bold way through.
August 23, 2012
Who Can Reform Wall Street: Romney or Obama?The political calculus is that Romney has a good chance in November because the economy is bad, and Obama is the guy who was supposed to make it better. Not so fast.
August 23, 2012
Advice for the Next President; High Returns With Low Risk: September Research—SlideshowThe September issue of Research puts a prime focus on the upcoming election. In "Where Will They Steer Us?" Nicole Gelinas of the Manhattan Institute looks at Wall Street reform. In "A Bold New Direction," Senior Editor Kenneth Silber sketches out a radical tax overhaul. Other highlights of the issue...
August 21, 2012
The Baby Boomer Bust-Up: Advising ‘Gray Divorcees’Theyve been called the "gray divorcees," and their numbers are growing. Are you ready to serve them well?