Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Born This Way
By Warren S. HerschNew 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 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.
June 30, 2011
Build alliances with CPAsOne way to make sure you have your practice pointing in the right direction from a suitability standpoint is by developing partnerships with CPAs
June 30, 2011
Build alliances with CPAsOne way to make sure you have your practice pointing in the right direction from a suitability standpoint is by developing partnerships with CPAs
June 30, 2011
More States Moving to Repeal Estate TaxesLess than half of states have 'death taxes,' and more are considering cutting them.