Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
UBS Profit Jumps, as U.S. Unit Had Fewer Advisors but Improved Inflows
By Janet LevauxThe number of UBS advisors in the United States and Canada stands at 6,760 - a 2% decline from the first quarter and a 15% decline from last year.
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 25, 2010
Estate Tax Backed by Nonprofit Group and WealthyThe group United for a Fair Economy (UFE) held a press conference call on Wednesday, July 21, seeking the return of a robust estate tax.
July 22, 2010
RJ Advisors Post Strong Sales, IncomeRaymond James' 5,340 advisors help private-client group boost sequential results.
July 22, 2010
Existing Home Sales Fell 5.1% in June With End of Home Buyer Tax CreditExisting home sales fell 5.1% in June, with 5.37 million single-family homes, townhomes, condos, and co-ops sold compared to 5.66 million in May, the National Association of Realtors said.
July 21, 2010
Creative Marketing and CrailHuntly announce strategic partnership to market new tax-deferral and financing programCreative Marketing Intl Corp. and CrailHuntly, LLC, have announced y the formation of a strategic partnership to market nationally CrailHuntly's proprietary and patent-pending program called the 453 Commercial Loan Program.
July 21, 2010
Don't gore my ox!I was listening to NPR this morning. Does "fair and balanced" mean listening to NPR with one's left ear and Fox News with his right? Could be.
July 21, 2010
Robert Rubin Appears with Estate Tax AdvocatesFormer U.S. Treasury Secretary Robert Rubin and a grandniece of Walt Disney have added some star power to a group asking Congress to make the estate tax "robust" and "permanent."