Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
FPA’s Denver Conference to Kick Off Pro Bono Effort
By Marlene Y. SatterThe annual conference of the FPA begins Saturday in Denver to launch "Financial Planning Days," a pro bono effort to bring financial planning to the general public.
October 07, 2010
6 tax deductions for the work-at-home advisorAre you one of the almost 6 million Americans who work from home? If so, read on to see five popular deductions you might be able to claim on next year's taxes.
October 07, 2010
SEC Warns Investors to Beware of ‘Steven Cooper’ ImpersonatorThe Securities and Exchange Commission has issued an alert that warns investors about a person who is falsely claiming to be an employee of the...
October 07, 2010
Tax-Rate Uncertainty May Cost EmployeesCongressional inaction on taxes may result in higher withholding in paychecks.
October 06, 2010
Connecticut Taps The Hartford to Launch Advisor-Sold 529 PlanConnecticut Treasurer Denise Nappier announced Wednesday that, after a competitive bid process, she has selected The Hartford Financial Services Group to launch and manage CHET Advisor, a new advisor-sold 529 college savings program for state residents.
October 05, 2010
Former Société Générale Trader Kerviel Gets 3-Year Jail TermA Paris court sentenced former Soci?t? G?n?rale trader J?r?me Kerviel to three years in prison.
October 01, 2010
An Advanced (and Unique) Investment and Tax SolutionA new and unique opportunity exists for advisors and clients to achieve significant investment and tax advantages. Cutting edge advisors who offer comprehensive solutions to...
October 01, 2010
Obama Calls for End to Some Bush-Era Tax Cuts; Fiduciary Lobbying ContinuesWhile Washington and the nation were focused on President Obama's early September speech in which he unveiled new economic initiatives and vowed to cut taxes...