Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Reform Delay Likely
By Arthur D. PostalCongress most likely will extend 2009 estate tax rates for one year as it continues to seek consensus for comprehensive estate tax reform.
August 13, 2009
New advisor group brings it all togetherAiming to provide the American consumer with a comprehensive financial plan for the future, the new Producers Equity Group, will offer the entire range of insurance, securities and managed money solutions to its advisors.
August 13, 2009
New advisor group brings it all togetherAiming to provide the American consumer with a comprehensive financial plan for the future, the new Producers Equity Group, will offer the entire range of insurance, securities and managed money solutions to its advisors.
August 03, 2009
Editor's Choice for Aug 3No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
August 03, 2009
Start Roth IRA Conversion Planning NowOn January 1, 2010, nearly $1.4 trillion of retirement assets will immediately become eligible for conversion to Roth individual retirement accounts
August 02, 2009
Start Roth IRA Conversion Planning NowOn January 1, 2010, nearly $1.4 trillion of retirement assets will immediately become eligible for conversion to Roth individual retirement accounts
August 01, 2009
A New Kind of Taxpayer AdvocacyAs a multitude of groups (see lead news story)--are making their voices heard in Washington, a smaller organization is just getting started in its advocacy...