Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Congress Faces Full Plate Of Financial Issues
By Arthur D. PostalObscured by the intense debate over the shape of healthcare reform legislation, congressmen returning to work Sept. 8 must also deal promptly with the future of the estate tax
September 06, 2009
Congress Faces Full Plate Of Financial IssuesObscured by the intense debate over the shape of healthcare reform legislation, congressmen returning to work Sept. 8 must also deal promptly with the future of the estate tax
September 01, 2009
A Proven Way to Increase CommissionsLast week I had an epiphany. My moment of clarity came on I-95 as I was driving from Connecticut to Baltimore to pick my son...
September 01, 2009
UBS Settles Tax Case, Poised to Hire McCann, Sheds 800+ FAsIn early August, U.S. authorities struck a deal with UBS over the names of some 4,500 UBS clients who may have evaded taxes and a...
August 31, 2009
Few Roth IRA Exchanges SeenMost boomers plan to keep their traditional IRAs intact instead of turning their tax-deferred savings into tax-free retirement income next year, a new survey concludes.
August 31, 2009
Editor's Choice for August 31, 2009: Market-Moving News for This WeekWhat's happening this week
August 31, 2009
Few Roth IRA Exchanges SeenMost boomers plan to keep their traditional IRAs intact instead of turning their tax-deferred savings into tax-free retirement income next year, a new survey concludes.
August 21, 2009
Rettick, Zayed, Thacker launch Producers Equity GroupNew entity PEG lauds innovative platform for insurance, securities and managed money services all under one roof