Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Averting Fiscal Cliff Requires Special Type of Leadership
By Gil WeinreichHarvard University's Ronald Heifetz, the author of widely cited texts on leadership, explains why the president has the upper hand in fiscal cliff talks, and how Democrats need to help Republicans sell compromise back home.
November 16, 2012
Real Estate: Data Still Looking GoodCommercial and residential sectors both show signs of positive momentum
November 16, 2012
ETFs & Taxes: A Deeper LookInvestor and advisors can benefit from understanding the advantages and downsides of exchange-traded funds and other products
November 16, 2012
Swiss Banks, Socialists Square Off Over TaxesA backlash is growing in the Alpine country over the fact that billionaires, such as Ikea founder Ingvar Kamprad, pay a lower tax rate than native Swiss, even as bankers circle the wagons to protect what they say is a lure to draw wealthy clients who bring jobs and growth...
November 16, 2012
Nationwide poll: tax code changes concern affluent investorsMore than six in 10 high net worth investors are concerned that forthcoming tax code changes will have a negative impact on their investment portfolios.
November 16, 2012
D.C.-watcher expects Congress to fix easy fiscal cliff issues, punt on othersExpect a quick resolution of non-controversial issues, but a delay on the politically charged ones.
November 16, 2012
The most important tax break is the one that nobody talks aboutReally want to cut the deficit? Maybe Congress needs to increase taxes on investment income.
November 16, 2012
Simpson, Bowles: To Fix Fiscal House, ‘We Need Patriots, Not Panderers’Alan Simpson and Erskine Bowles blunt, tough message on fixing the fiscal mess gets a warm reception among Schwab Impact attendees.