Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Regulator: JPMorgan Had ‘Inadequate’ Risk Controls
By Marcy GordonU.S. Comptroller of the Currency Thomas Curry said the agency is conducting an extensive review that will focus on where breakdowns or failures occurred.
June 04, 2012
Oversight of J.P. Morgan Probed (Wall Street Journal)Practices and procedures of the federal agency overseeing J.P. Morgan have come under question after the bank's $2 billion loss last month.
June 04, 2012
If Walker Wins, What Are the Lessons? (National Review)What can be learned if Wisconsin Gov. Scott Walker is not recalled?
June 01, 2012
Proper Path to Integrated Wealth Management, Pt. 3: 3 Key Wealth Transfer StrategiesHow taking a multidisciplinary team approach can meet your HNW clients needs on estate and gift taxes, in particular, 529 plan gifting, FLPs and intrafamily loans.
June 01, 2012
Facebook IPO: Cautionary Tale for Individual Investors (USA Today)After one week of trading, Facebook stock closed over 20% below its offering price. Shares have been hurt by trading glitches, complaints of too many shares offered at too high a price, and lawsuits alleging underwriters failed to share lowered earnings forecasts.
May 31, 2012
WASHINGTON—While a huge amount of airtime, printers ink and digital media coverage will be spent on events in Washington, D.C. this year, there are only three things that the insurance professional should focus on.
May 31, 2012
Dimon’s Free PR LessonThis is a country that loves a good fall from grace. I am willing to bet that there is more schadenfreude in a Los Angeles or New York block than there is among all of our Teutonic brothers across the Atlantic; the only difference is that they acknowledge it with...
May 30, 2012
Eurozone Faces 'Financial Disintegration' Unless It Acts Again, Warns Commission (The Guardian)The commissions recommendations, which will be put to a summit of EU leaders in Brussels at the end of June, outline a giant leap in fiscal and economic union that could require a new charter.