Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Chuck Schwab: We’ll Go Over Cliff, but Let’s Move On
By James J. GreenIn conversation with Maria Bartiromo and the brains behind KKR, Chuck Schwab talks alternative investments, one benefit of Dodd-Frank, and why hes willing to write a bigger tax check.
November 14, 2012
Expert foresees end-of-year rush to implement tax avoidance strategiesTaxes on wealthy Americans are certain to rise next year. Professionals should approach clients about leveraging a host of tax-avoidance strategies.
November 14, 2012
Weight Watchers winning $61 billion war on fatOf the roughly 25,000 competitors vying for a piece of the massive weight-loss market, Weight Watchers is taking (but probably not eating) the cake.
November 14, 2012
What’s Next for IRS and Tax Planning? Commissioner’s Remarks Offer Some HintsDouglas Shulmans farewell speech at AICPA conference suggests what advisors and clients may expect from the IRS in the near future.
November 14, 2012
Candy Economics at Halloween and Our Tax SystemShould our tax system ration out tax-avoidance 'candy' to some while taking that candy from others?
November 13, 2012
LPL Nabs $1 Billion Group of 50 RepsLevel Four Group, which includes both advisors and CPAs, was formerly affiliated with Lincoln Financial.
November 13, 2012
Retirement Planning for Next Four Years Under President ObamaWith the election behind us, its time for your clients to turn their attention to the looming tax reforms that should take shape over the next two monthsand how these reforms can affect their retirement planning.
November 12, 2012
Merrill Lynch warns of post-election double whammyMerrill Lynch Wealth Management recommends three points for financial advisors to keep in mind when talking with their clients.