Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
George Bush, Chris Christie Talk Taxes at New York Forum
By Joyce HansonFormer President George W. Bush and Gov. Chris Christie of New Jersey targeted President Barack Obamas current fiscal policy at a day of Republican tax and budget talks in New York.
April 06, 2012
Gold May Resume RiseAfter the end of a three-week strike by jewelers in India, the largest buyer of gold bullion in the world, gold could resume its upward path in the market.
April 05, 2012
Jinks of Raymond James on Ins and Outs of Advisor AcquisitionsNew head of RJs practice management and acquisitions operations notes one benefit of a wirehouse broker going independent: the tax consequences when he sells.
April 04, 2012
Cetera Completes Genworth Financial AcquisitionCetera Financial Group, the renamed and rebranded broker-dealer group once owned by ING and now owned by the private equity firm Lightyear Capital, announced on Monday that it has completed the acquisition of Genworth Financial Investment Services.
April 04, 2012
Obama Budget Would Eliminate IRA Benefits for Upper Middle ClassIt is not just the rich who might find themselves subject to substantially higher taxes in 2013several initiatives in Obamas 2013 budget proposal would eliminate many important tax benefits of retirement savings plans for upper-middle-class taxpayers.
April 03, 2012
Pomeroy Warns of Tax Reform Threats at IRI Marketing SummitCongressional efforts to reducing or eliminating long-standing tax benefits extended to holders of life insurance, annuities and individual retirement accounts would devastate the nation's retirement preparedness, warns a former Congressman.
April 02, 2012
5 Important Steps to Update Estate PlansEstate plans are valid at the time they are signed, but sometimes years or decades pass before they come into play and circumstances change.
April 02, 2012
Businesses Protest Proposed Indian Tax PlanA letter sent by seven overseas business groups that represent some 250,000 companies warned Prime Minister Manmohan Singh of India that a proposed taxation plan being considered by the Indian government is causing those companies to reconsider their presence in India.