Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Democracy’s Price
By Alexei BayerThe Founding Fathers understood that democracy — “government of the people, by the people, for the people” as Abraham Lincoln put it…
July 25, 2011
Washington Contemplates Severe Cap on 401(k) ContributionsDo we really want to discourage retirement savings as Social Security continues its inexorable slide toward insolvency?
July 25, 2011
5 Reasons Congress Should Be Held to a Fiduciary StandardIt’s time to employ the fiduciary standard as the benchmark of conduct for all elected congressional officials. After all, they manage “other people’s money,” and plenty of it
July 24, 2011
Born This WayNew York State's passage on June 24 of a contentious bill permitting same-sex marriage has given a powerful boost to gay and lesbian couples' decades-long drive for legal and social equality.
July 20, 2011
National Philanthropic Trust’s AUM Tops $1 BillionNational Philanthropic Trust, an independent charity, has passed the $1 billion mark in assets under management, President and CEO Eileen Heisman told AdvisorOne.
July 13, 2011
Stock Plan Participants Ignorant of Plan Details: FidelityStock plan participants are often ignorant of the tax consequences of selling securities, a Fidelity study finds.
July 12, 2011
Foreign Account Compliance: Are Insurance Policies Included?U.S. efforts to regulate foreign insurers draws criticism from trade group.
July 12, 2011
A Fiduciary Standard: The Next Big (Marketing) Thing?If brokers can call themselves fiduciaries without actually being so, having a 'fiduciary duty' may become the next powerful marketing tool.