Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Avoid the FLP Trap When Paying the Estate Tax
By William H. Byrnes, Robert BloinkWhen an estate is facing a liquidity crisis, why not tap the family limited partnership for cash?
August 30, 2011
9 Tax Tips for Charitable Donations—SlideshowAmericans in significant numbers continue to support charities and to deduct the contributions on their tax returns. Unfortunately, the IRS sometimes disallows the deductions. The agency has tips for taxpayers to ensure they get the most out of their contributions.
August 29, 2011
In the blink of an eyeAdvisors can use their wealth of knowledge to help clients and themselves make good decisions.
August 29, 2011
Early Irene Damage Estimates: Insured Losses of $1.5B-$3BWorst-case scenarios avoided, reports Property-Casualty360.com. U.S. stock markets opened at normal times.
August 26, 2011
Are Income Tax Hikes Inevitable?Should Congress be taxing the rich and giving to the poor and middle class?
August 25, 2011
2011 BDs of the Year; Investing in Europe’s Debt Crisis; How to Retain Top Talent: September Investment Advisor—SlideshowSeptember brings the 21st annual Broker-Dealers of the Year awards.