Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Merrill Lynch warns of post-election double whammy
By Joyce HansonMerrill Lynch Wealth Management recommends three points for financial advisors to keep in mind when talking with their clients.
November 12, 2012
Top Portfolio Products: New Emerging Markets Equity Fund From CalvertAberdeen launches emerging markets debt fund, as Schwab rolls out mobile offering.
November 12, 2012
Bond Funds Top $400B in FlowsEquity funds see weaker flows, with close to $2.5 billion going to funds focused on emerging markets,
November 12, 2012
U.K. Officials to Question U.S. Companies on TaxesAmerican executives from Amazon, Google and Starbucks were to be on the hot seat in Britain on Monday as they faced questioning by U.K. tax authorities over how they managed to pay so little tax on earnings that amounted to billions.
November 09, 2012
Obama on Fiscal Cliff: ‘I’ll Compromise,’ but Not on Taxing Top EarnersAddressing the looming fiscal cliff, President Obama said Friday that while hes not wedded to every detail of the plan he put forward previously to reduce the deficit, he will not compromise when it comes to making sure the top earners pay their fair share.
November 09, 2012
Friedman Sees Fiscal Cliff Colliding With Obama’s LegacyPolitical analyst Andy Friedman explains in his latest commentary that in the long term, the presidents legacy will ride on his ability to bring down the deficit.
November 09, 2012
Tax increases depend on definition of "wealthy"What is wealthy these days anyway? If were going to avoid the dreaded fiscal cliff, President Obama and Congress are going to have to decide.
November 09, 2012
Tax increases depend on definition of "wealthy"What is wealthy these days anyway? If were going to avoid the dreaded fiscal cliff, President Obama and Congress are going to have to decide.