Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Principal Financial Q2 Earnings disappoint
By John SullivanDespite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2.
July 27, 2010
Boomer housing boom - real or fraud?With so much being made of fraud within the first-time home buyer tax credit, we hope it's not a factor in the following item. According...
July 27, 2010
UBS Profit Jumps, as U.S. Unit Had Fewer Advisors but Improved InflowsThe 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 27, 2010
Treasury Dept. to Host Conference on Freddie and FannieIn a possible bid to blunt partisan criticism over the exclusion of Fannie Mae and Freddie Mac in the recently passed financial reform bill, the Obama Administration will host a conference to address Fannie and Freddie's future.
July 26, 2010
Taxes, Jobs, and Consumers: Advisor Briefing for the Week of July 26, 2010What's happening this week.
July 26, 2010
BP to Discuss CEO Hayward's Exit; Geithner Says to Let Tax Cuts EndBP will discuss plans on Monday, sources say.
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.