Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Merkel-Sarkozy Meeting Disappoints Europe Markets
By Marlene Y. SatterA much-touted meeting between German Chancellor Angela Merkel and French President Nicolas Sarkozy over strategies to cope with the euro zones debt woes disappointed investors Tuesday, and stocks echoed their disappointment in Wednesday morning trading, moving lower.
August 15, 2011
Consider earning your CFPA primary concept behind comprehensive financial planning is that every financial decision someone makes has a potential effect on every other aspect of his or her financial life.
August 15, 2011
Buffett: Tax the Wealthy'My friends and I have been coddled long enough by a billionaire-friendly Congress,' Buffett concluded in a New York Times op-ed. 'Its time for our government to get serious about shared sacrifice.'
August 09, 2011
NFP Execs: Tax Relief Act a HeadacheThe Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 may have hurt demand for the kinds of life insurance policies used in estate planning.
August 09, 2011
NFP Execs: Tax Relief Act a HeadacheThe Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 may have hurt demand for the kinds of life insurance policies used in estate planning.
August 08, 2011
IRS Streamlines Partial Exchanges of AnnuitiesThe IRS has issued new guidance that streamlines partial exchanges of annuity contracts.
August 04, 2011
PIMCO’s El-Erian: World Debt Drama Just BeginningPIMCO’s Mohamed El-Erian says conflicts over how to deal with high levels of debt and political histrionics over the best ways to do so will be around for a long, long time.
August 03, 2011
The miracle of tax-deferred compound interestHelp your clients understand the amazing benefit of tax deferral.