Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Is the structured settlement process in need of reform?
By Warren S. HerschStructured settlement annuities in high-damage personal injury cases generate billions in sales annually. But critics question an array of industry practices that may be harming claimants.
November 08, 2012
Avoiding the fiscal cliffThere is strong evidence that a "grand bargain" will be agreed to by Congress and the White House by year-end in order to avert the so-called fiscal cliff.
November 08, 2012
These Economic Gurus Are Hopping Mad Over Obama’s VictoryMarc Faber, Peter Schiff and Charles Biderman slam Obama, while Nouriel Roubini lauds "a major defeat of Tea Party freaks."
November 08, 2012
In Election’s Wake: What Now for Advisors?TDAI offers some insight to changes at SEC, key congressional committees and 401(k)s.
November 07, 2012
Obama’s Back, Now Diversify: BNY Mellon AnalystsBNY Mellon's Dick Hoey says advisors and their clients should watch for an increase in the capital gains tax during Obama's second term.
November 07, 2012
PIMCO’s Gross: Higher Taxes Across the Board on the WayMarginal income taxes, capital gains and dividend tares will all rise, Bill Gross says.
November 07, 2012
Post-election: What's in store for the insurance industry?Obama's re-election indicates current policies will be maintained, but some deadline dates could be pushed back a bit.
November 07, 2012
Post-election: What's in store for the insurance industry?Obama's re-election indicates current policies will be maintained, but some deadline dates could be pushed back a bit.