Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
If Walker Wins, What Are the Lessons? (National Review)
By Staff WriterWhat can be learned if Wisconsin Gov. Scott Walker is not recalled?
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 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 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.
May 22, 2012
When Your Own Skills Aren’t Enough: Psyche, Hearth and ChildrenMore and more clients are looking for life solutions these days.
May 22, 2012
The Greek Run (The Economist)As Greece's exit from the euro zone looks more inevitable, runs on banks are more likely, too.
May 22, 2012
6 Moves Advisors Should Make in ‘Volatile’ 2012: Andy FriedmanThe election and other hot political issues will keep markets volatile, attorney Andy Friedman says.
May 21, 2012
What Constitutes Notice? IRS Rules on Employer-Owned Life InsuranceEmployer met notice requirement to exclude life insurance proceeds, agency rules.