Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advising Across Borders
By Ellen UzelacServing internationally mobile clients is a growth business for advisors savvy about the ways of the world.
January 31, 2012
Potomac WatchIt is possible that a gridlocked Congress could fail this year to deal with the estate tax and related issues, issues that are the lynchpin of the insurance industrys place in the financial world.
January 31, 2012
The Buddy SystemWant to build your business? Start by forming strategic alliances with other professionals, and the referrals will roll in.
January 30, 2012
France Will Tax Financial Transactions Starting in August: SarkozyFrance will unilaterally begin to tax all financial transactions at 0.1%, beginning in August, according to President Nicolas Sarkozy. Saying that he wants to 'set an example,' Sarkozy is determined to make good on a pledge he made to impose the tax when France was president of both the G8...
January 30, 2012
Tax Hike Proposals LikelyLife insurance industry lobbyists and lawyers believe that several proposals for tax increases affecting the industry will be included in the proposed budget for 2013 that the Obama administration will unveil Feb. 13.
January 27, 2012
Advising International Clients; Looking Beyond Wirehouses: February Research—SlideshowServing internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, Fear of Flying, tells the stories of brokers who left the wirehouse world in order to become registered investment...
January 26, 2012
The Buddy SystemWant to build your business? Try forming strategic alliances with other professionals, and the referrals will roll in.
January 26, 2012
Tax Season’s Approaching. Stay Educated!If your client has a non-deductible IRA, he or she could be taxed twice at distribution if records are not kept properly.