Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisors, Use This Wealth Transfer Strategy While You Can
By Gavin Morrissey, Commonwealth FinancialTwo proposed provisions could effectively end "zeroed-out" grantor-retained annuity trusts. Meaning: advisors should act fast if they plan to use one.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
June 14, 2012
4 Ways to Deal With Estate Tax UncertaintyNext year, your senior clients may be faced with potential estate tax changes. Here, fellow advisors share four strategies to help them cope.
June 14, 2012
Senior Survey: Reversing Views on Reverse MortgagesAdvisors should think of a reverse mortgage as one more arrow in the quiver.
June 14, 2012
Senior Survey: Reversing Views on Reverse MortgagesAdvisors should think of a reverse mortgage as one more arrow in the quiver.
June 13, 2012
A More Compassionate IRS? Agency Offers Help for Struggling TaxpayersThe IRS offers more flexible terms in its OIC program, for starters, but also help in collections and lien relief for homeowners.
June 11, 2012
Senate Finance’s Baucus: U.S. Headed Toward Fiscal Crisis Like EuropeSen. Max Baucus, D-Mont., said Monday that any tax reform plan must be developed with a sound budget in mind that reduces deficits and debt.
June 08, 2012
At Pershing Insite, a Plea for BDs to Scrutinize Reps’ Outside DealingsJoan Schwartz of Pershing warns BD executives to better scrutinize such dealings, since this is how bad reps are stealing clients money.