Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Election 2010, States: GOP Gains Governorships; Prop 24 Defeated in California
By James J. Green, Joyce HansonAdvisors and their clients may have focused on Congressional races, but the voting results present some interesting developments on the state level.
November 01, 2010
Principal Tops Estimates on Net-Income DeclineDes Moines, Iowa-based Principal Financial Group (PFG) said Monday that it had operating earnings of $218.9 million for third quarter 2010, or 68 cents...
November 01, 2010
Taxes: Up, Up and AwayThe fierce Congressional floor debate over extending expiring Bush tax cuts except for the nation's top two percent of wage earners was postponed in September....
October 31, 2010
Republicans and Democrats Spar Over Tax Cuts, Economy as Election NearsAs the hours dwindle down to Tuesday's election, the talk Sunday from the likes of Sen. Robert Menendez (D-N.J.) was about the economy, tax cuts and the deficit.
October 30, 2010
Turn lunch into great referralsWith do-not-call regulations, personal introductions are more important than ever. Host a "lunch and learn" as a productive way to meet prospects.
October 29, 2010
SEI Quick Poll: Upcoming Elections Breed 'Fear and Uncertainty' Among InvestorsNearly half of financial advisors believe the upcoming elections have created "fear and uncertainty" among their clients, according to an SEI Quick Poll released Friday.
October 28, 2010
'Money' personalities: 4 more to identifyWe started talking about "money" personalities last week. Curtis Smith, CFP, says that becoming familiar with your clients' money personality can help you better understand them, their motives, and the best way to approach working with them.
October 26, 2010
Prioritize your to-do list: Toughest tasks firstLast week we shared Jack Canfield's method of using mind-mapping to help reach your goals. The next step is to convert all of the to-do items on your mind-mapped list into daily action items.