Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Top 10 Critical Financial Tips During Divorce
By Dan BermanThese simple, but important, tips can help you organize your finances before and after the dissolution of your marriage.
June 18, 2012
JPMorgan Sued for Investor FraudThe class action lawsuit was filed against JPMorgan Chase relating to losses in speculative trading by its London-based investment team.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanTwo proposed provisions could effectively end "zeroed-out" grantor-retained annuity trusts. Meaning: advisors should act fast if they plan to use one.
June 18, 2012
Advisors, Use This Wealth Transfer Strategy While You CanThe Obama administrations signals on whats ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.
June 15, 2012
IRS Rules on Key Point on 401(k) VestingThe agency weighs in on how breaks in service affect a participants vesting in a 401(k) plan.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
June 14, 2012
Senior Survey: Reversing Views on Reverse MortgagesAdvisors should think of a reverse mortgage as one more arrow in the quiver.