Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Deep divisions over debt-reduction proposals as fiscal cliff approaches
By Staff WriterFrom a dozen options, the public endorses just two solutions to reduce the debt and deficit.
October 16, 2012
8 presidents, 1 nominee, and the tax rates they paidWhere does Mitt Romney's 14.1 percent tax rate fall on the spectrum of past presidents? We'll give you a hint: It's not the lowest.
October 16, 2012
The Ticking Estate Tax Time Bomb: Less Than 90 Days of Planning RemainFor your clients who have been playing the wait-and-see game in estate planning this year, the time for waiting is over.
October 11, 2012
Raymond James COO: Fiscal Year Results to Reflect Conservative CultureRJFS COO Dennis Zank positioned the firm as an antidote to out-of-control Wall Street growth for growths sake at the 2012 Raymond James Womens Symposium.
October 11, 2012
8 financial considerations for 2013The last two months of 2012 will surely bring political theater to Capitol Hill. As they unfold, you might want to look ahead to next year and consider the potential impact on your financial life.
October 11, 2012
8 financial considerations for 2013The last two months of 2012 will surely bring political theater to Capitol Hill. As they unfold, you might want to look ahead to next year and consider the potential impact on your financial life.
October 11, 2012
Obama vs. Romney: Energy Policy + Tax Policy = Major Differences for InvestorsFrom regulation to dividend taxation, Obama and Romney have very contrasting policies affecting the energy sector.
October 10, 2012
8 Presidents, 1 Nominee and Tax Rates They PaidThe controversy over Mitt Romneys limited disclosure of his tax history and the 14.1% tax rate he paid led AdvisorOne to compare his rate to eight presidents going back to 1970.