Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
FPA Names Branham New President-Elect for 2012
By John SullivanThe Financial Planning Association elected Michael Branham as its 2012 FPA president-elect.
November 03, 2011
Companies Teach Employees about Financial Fitness, Decreasing Money StressNine organizations across the nation have received the first award for excellence in workplace financial education, which recognizes them for setting the standard in programs that teach employees how to make better personal financial decisions.
November 03, 2011
Companies Teach Employees about Financial Fitness, Decreasing Money StressNine organizations across the nation have received the first award for excellence in workplace financial education, which recognizes them for setting the standard in programs that teach employees how to make better personal financial decisions.
November 03, 2011
Berlusconi Could Fall as Italy TeetersSilvio Berlusconi, who has resisted calls to step down as prime minister of Italy, may be on the way out regardless, if former party loyalists continue to rebel.
October 27, 2011
“Financial Repression” is the Stealth Tax of Emerging MarketsFinancial repression is a stealthy, politically easy way to tax investors. Financial repression is on the rise and investors in developed and Emerging Markets alike need to pay attention.
October 26, 2011
Estate Tax Exclusion to Rise: IRS Inflation Adjustments for 2012Estate tax exclusion increases by $120,000 to $5.1 million in 2012; tax brackets to widen.
October 26, 2011
Graegin Loans: Estate Liquidity SolutionDo you have a client whose eventual estate will have a severe shortage of cash due to a family business? Try a Graegin loan.
October 25, 2011
UBS Beats Estimates; Net New Money Expands in Americas: Q3 EarningsThe U.S.-based wealth management unit had about 6,900 advisors and inflows of $4.5 billion in the most-recent quarter.