Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Should Clients Start Claiming Social Security Benefits?
By William H. Byrnes, Robert BloinkClaim right away or wait? Your advice to clients can make all the difference. Heres what to consider.
April 26, 2012
Health Care Reform Isn’t Entitlement Reform (Reason.com)Medicare, the nation's biggest health entitlement could be insolvent as soon as 2016, according to the program's trustees.
April 26, 2012
Health Care Reform Isn’t Entitlement Reform (Reason.com)Medicare, the nation's biggest health entitlement could be insolvent as soon as 2016, according to the program's trustees.
April 25, 2012
Christie's PathNew Jerseys Gov. Chris Christie is a rising star in Republican national politics.
April 24, 2012
What’s Missing in Client Plans: Employee BenefitsIf youre making financial plans for clients but are ignoring their employee benefits, you are missing an important part of those clients financial lives. Here are three areas on which to focus.
April 24, 2012
U.S. in 'Self-Sustaining Recovery,' but Tax Uncertainty Will Linger: ValliereGreg Valliere, chief strategist at Potomac Research Group, says the U.S. is experiencing a self-sustaining recovery, mediocre at best.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.