Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Construction Spending Surges; Manufacturing Index Dips
By Staff WriterThe economic recovery gained strength on the biggest rise in construction spending in nearly a decade and the 10th straight month of expansion for the manufacturing sector.
June 01, 2010
Limitless HorizonsPartnership is a cornerstone concept at Harbor Lights Financial Group. First there's the equal partnership of the three principals--Ken Roberts, Rob Tendler, and Doug Lockwood....
May 24, 2010
Seven ways to use drip marketingMail birthday cards to existing clients; mail anniversary cards if you know that information.
May 19, 2010
How to Protect Clients Against the Financial and Emotional Effects of DisabilityDespite signs of an economic recovery, many Americans are still not feeling financially secure.
May 18, 2010
IRS Issues Guide on Small Business Health Care Tax CreditCredit designed to encourage small employers to offer health insurance coverage for the first time or maintain coverage they already have
May 18, 2010
403(b) Plans 'Remarkably' Healthy After Recession, PSCA Survey FindsDespite a potentially crushing recession, the 403(b) retirement plan system appears to be healthier than ever. That's the finding from a survey released last week from the Profit Sharing/401k Council of America (PSCA).
May 17, 2010
Bull Run in Equities Ignites Charitable Planning OpportunitiesAccompanying the recovery in equity prices is a renewed level of client confidence--and a desire to resume financial planning that had fallen by the wayside.
May 17, 2010
Placemark Awarded U.S. Patent for Tax Management SystemPlacemark Investments on Monday, May 17, received a patent for a process that uses the firm's overlay management technology to let advisors manage taxes by limiting gains and making other trade-offs tailored to a client's specific tax considerations.