Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Your Own Skills Aren’t Enough: Psyche, Hearth and Children
By Olivia MellanMore and more clients are looking for life solutions these days.
May 21, 2012
What Constitutes Notice? IRS Rules on Employer-Owned Life InsuranceEmployer met notice requirement to exclude life insurance proceeds, agency rules.
May 19, 2012
The Proper Path to Integrated Wealth Management, Pt. 2: High-End Tax PlanningHigh-end tax planning is much more than a tax-season event. Here's how a multidisciplinary team approach can provide tax benefits to high-net-worth clients 365 days a year.
May 17, 2012
Senate Banking’s Johnson Asks JPMorgan’s Dimon to TestifySen. Tim Johnson, D-S.D., chairman of the Senate Banking Committee, said Thursday that he planned to hold the first hearing regarding the JPMorgan losses on Tuesday, May 22.
May 17, 2012
What Did JPMorgan Execs Know and When Did They Know It? (ProPublica)Timeline of losses could indicate if any existing laws were broken, but no one seems to be looking into it.
May 17, 2012
Senators Introduce Ex-Patriot Act to Tax Those Who Move AbroadTwo senators push Act, which was prompted by Facebook investor's renunciation of U.S. citizenship, possibly to dodge $67 million in taxes before IPO.
May 16, 2012
5 Best & Worst Advisor Partner Firms: Q1 EarningsThe wirehouses, top IBDs and associated players serving advisors had their earnings fall as much as 718% and improve up to 13% in Q1AdvisorOne selected 10 to spotlight.
May 15, 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 being they acknowledge it with a...