Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Making the Play: The Right Financial Guidance for Athletes
By Michael HarrisA good retirement playbook will include growth opportunities and factor in specific protective measures to hedge against a variety of risks, including market volatility, inflation, and longevity. The financial playbooks that will fare best will be those that are realistic, clear, manageable, tested, and beyond all, followed.
January 17, 2012
London's 'Bloated' Banks ShrinkingBanks in London are shedding staff, closing or cutting divisions and seeing pay fall as criticism by politicians, tighter regulations and falling profits take their toll on the financial services sector.
January 12, 2012
Life Insurance for Protection — and Retirement SavingsMost people know life insurance can protect their family with a death benefit. Most dont know that it can also protect their retirement funds.
January 12, 2012
Life Insurance for Protection — and Retirement SavingsMost people know life insurance can protect their family with a death benefit. Most dont know that it can also protect their retirement funds.
January 12, 2012
Providers of 403(b) Plans Gear Up for Regulatory ChallengesProviders of 403(b) plans that are subject to ERISA will face regulatory challenges this yearnamely complying with the Department of Labors fee disclosure rule as well as the expanded Form 5500 reporting requirements.
January 09, 2012
Cetera Financial to Acquire Genworth FIS Broker-DealerFirm that focuses on tax professionals as advisors will become fourth BD at Cetera.
January 09, 2012
403(b) Compliance Resolution Summit Report ReleasedThe National Tax Sheltered Accounts Association on Friday released its report from the third annual 403(b) Compliance Resolution Summit, a forum for 403(b) professionals to identify service issues and develop best practices for the resolution of those issues.
January 06, 2012
10 Tax Tips for Advisors in 2012James Duggan, founder and principal attorney at Duggan Bertsch in Chicago, a business, tax, estate and wealth planning law firm, offers a checklist of items that tax advisors can keep in mind as they review the particular needs of their clients this year.