Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Q1 2011 Earnings: Genworth Profits Fall 54%; Mortgage Losses a Factor
By Joyce HansonGenworth Financial Inc. disappointed analysts with Q1 2011 earnings per share of $0.17 versus expectations for EPS of $0.21, partly due to mortgage losses.
May 03, 2011
Legacy planning: A gift of loveThis week, I received a birthday present from my mom, made extra special because she passed away 10 years ago. As such, I am inspired to share with you the wonderful financial planning story that created my annual present from my mother
May 02, 2011
Financial Folklore: Tales from Wall Street to Main StreetHitching your wagon to financial folklore may not bring your clients closer to financial independence.
May 02, 2011
AALU Panelists Not Holding Breath on Budget ReformTax policy watchers are questioning whether Congress can get past philosophical differences, election-year politics and entrenched special interests as they do battle with the federal budget deficit.
May 01, 2011
Gift of love: A story of momMay means Mother's Day, and in our family, it also marks the birthdays of both my mother and me.
April 30, 2011
Gift of love: A story of momMay means Mother's Day, and in our family, it also marks the birthdays of both my mother and me.
April 29, 2011
IRS Begins to Enforce New Rules for Tax Return PreparersThe IRS is tightening the screws on tax preparers in a concerted effort to remove those with criminal tax convictions or permanent injunctions.
April 29, 2011
IRS High Net Worth Initiative: Fearsome Beast or Paper Tiger?Syracuse University study suggests IRS’ two-year-old HNW initiative may be “using more rhetoric than resources”