Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Dodd Bill Cloture; Inflation News; New Fears of Euro Contagion: Advisor Briefing for the Week of May 17, 2010
By James J. GreenWhat's happening this week.
May 05, 2010
Conversions of Roth IRAs Can Build Charitable LegacyUsing a 2010 Roth conversion to enhance charitable giving benefits clients and advisors alike
May 05, 2010
UBS Americas Now at 6,870 FAs; Assets Up but Outflows ContinueUBS's reported a first-quarter profit of roughly $2.9 billion, topping analysts' expectations and giving the Swiss-based investment bank its best results in nearly three years vs. a loss of about $2.6 billion in the same year-ago period.
May 04, 2010
Pending Home Sales Surge; Factory Orders JumpExpiring tax credit maintains spell on home buyers; rise in orders is unexpected
May 03, 2010
Greece and Reform Amendments, Hearings and Jobs: Editor's Choice for the Week of May 3, 2010What's happening this week.
May 01, 2010
Tax ImplicationsTaxes are, for a change, probably the easiest area to consider when assessing the implications of healthcare reform for advisors and their clients. To be...
May 01, 2010
For Small Businesses, Confusion and Added CostsOf all the debate about healthcare reform, the effect on small businesses seems to have generated the most confusion. Some small business owners appear pleased...
May 01, 2010
What It Will CostAs President Obama signed healthcare reform legislation on March 23, he probably would have wanted the director of the Congressional Budget Office, Douglas Elmendorf, sitting...