Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Affluent Feel Stuffed With Cash, Ready to Invest: UBS Report
By Janet LevauxAffluent and high-net-worth investors plan to boost their investments after the election, the poll finds.
October 25, 2012
U.S. CEOs reducing the deficitThe heads of more than 80 U.S. corporations, Aetna included, are urging Congress to raise taxes and cut spending to avoid the fiscal cliff.
October 25, 2012
80 CEOs Urge Congress to Tackle Deficit, Raise RevenueWhat can get competitors to join hands? Deficit reduction, apparently.
October 25, 2012
President Romney’s Cabinet: Who Would He Choose?If Gov. Romney wins the election, his Cabinet will take a very different direction on economic policy than Obamas. Here are some of the choices to head those key posts.
October 25, 2012
9 Crucial Eras in U.S. Income Tax HistoryListen to Obama and Romney debate tax policy today and you'll hear echoes of the past, all the way back to the Civil War.
October 24, 2012
This Is Your Client’s Brain on FinanceNeuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isnt always the most effective.
October 24, 2012
Raymond James Boosts Q3 Earnings, Loses 37 RepsThe firm says it is upbeat about recruiting, as lower-producing Morgan Keegan advisors depart.