Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
After Obama Victory, How the New Government Is Shaping Up for Advisors: Updated
By James J. GreenSome notable newcomersElizabeth Warren, for onejoin Congress, which remains divided between the two parties as fiscal cliff, tax issues come to fore of national agenda. FPA and FSI's leaders and lobbyists weigh in on what's next.
November 02, 2012
Ahead of Election, U.S. Added 171,000 Jobs in OctoberJust four days before the presidential election, the BLS October jobs report showed unemployment notched up to 7.9% as employers added 171,000 jobs.
November 01, 2012
Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 2Although the popular press has widely blamed rising long-term care insurance premiums on "unexpected" claims, the reality is that the rising cost of care has played only a limited role.
November 01, 2012
Moody's Says Sandy Likely to Drive Further Rate IncreasesMoodys reports that one positive result of Hurricane Sandy for insurance companies is that the event will likely help support price increases going into 2013.
November 01, 2012
JPMorgan Sues London Whale’s BossJPMorgan Chase & Co. has filed suit against Javier Martin-Artajo, the executive who supervised Bruno Iksil, aka the London Whale, after the latters disastrous trades lost the bank what could be upwards of $6.2 billion.
October 31, 2012
Cut your losses: How to know when to quitWhen can you justify leaving a project unfinished?
October 30, 2012
Weather Catastrophes Hitting U.S. Hardest: Munich Re ReportStudy analyzing severe weather was released just days before Hurricane Sandy.
October 29, 2012
‘Taxmageddon’ Is Coming. Are Your Clients Ready?A wide-ranging webinar dealt with everything from the ramifications of the 2001 and 2003 Tax Act sunsets to tax provisions of health care reform and tax proposals by both presidential candidates.