Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When mentoring works
By Corey DahlAnthony Saccaro, ChFC, has built a highly successful practice thanks largely to a career-long commitment to mentoring.
October 04, 2012
Fact check: presidential debate misstepsAn AP team takes a stab at verifying what the candidates said.
October 04, 2012
A Securities Transaction Tax Will Hurt Advisors and ClientsYes, limiting market volatility and increasing government revenue are worthy goals, but legislation imposing a securities transaction tax is the wrong way to reach those goals.
October 03, 2012
Two men enter, one man leavesWhats really at stake for the life/health industry in next months elections?
October 03, 2012
Spain Suffers as Corporations Save on TaxesA combination of small-business failures and the move of large corporations toward countries considered tax havens has led to a drop of nearly two-thirds in the corporate taxes collected by Spain.
October 02, 2012
What to Do About New Medicare Taxes: Kitces at FPA ConferenceMichael Kitces, Pinnacle Advisory Groups managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
October 02, 2012
An Advisor (and Client) Wish List for the Next PresidentIs it too much to ask for some simplicity, common sense and logic from our Commander-in-Chief?
October 01, 2012
How I Solved a Client’s Cash-Flow Issue and Got My Own RewardHow I solved one clients issue and in return got him to serve as a reference to a prospective client.