Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senior Survey: Reversing Views on Reverse Mortgages
By Maria WoodAdvisors should think of a reverse mortgage as one more arrow in the quiver.
June 08, 2012
At Pershing Insite, a Plea for BDs to Scrutinize Reps’ Outside DealingsJoan Schwartz of Pershing warns BD executives to better scrutinize such dealings, since this is how bad reps are stealing clients money.
June 07, 2012
Regulator: JPMorgan Had ‘Inadequate’ Risk ControlsU.S. Comptroller of the Currency Thomas Curry said the agency is conducting an extensive review that will focus on where breakdowns or failures occurred.
June 07, 2012
Pershing to Offer 529 College Savings PlansThe new 529 college savings plan is designed to help advisors overcome the hurdle of managing college savings outside their clients' portfolios.
June 04, 2012
Societe Generale Rogue Trader Begins Appeal Hearing (BBC)Societe Generale trader Jerome Kerviel begins his appeal of a forgery and breach of trust conviction he received after he lost 4.9 billion euros in 2008.
June 04, 2012
Oversight of J.P. Morgan Probed (Wall Street Journal)Practices and procedures of the federal agency overseeing J.P. Morgan have come under question after the bank's $2 billion loss last month.
June 04, 2012
If Walker Wins, What Are the Lessons? (National Review)What can be learned if Wisconsin Gov. Scott Walker is not recalled?
June 01, 2012
Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer StrategiesHow taking a multidisciplinary team approach can meet your HNW clients needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.