Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Editor's Choice for Aug 1
By Kate McBrideNo 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.
July 20, 2009
403(b) Sponsors Get ReliefThe U.S. Labor Department says it will go easy on tax-exempt employers that sponsor 403(b) tax-sheltered annuity programs when new reporting rules take effect.
July 01, 2009
Take the complications out of IRA strategiesIf we told you Garry Madaline of United Retirement Advisors Group can make "taxes less taxing," would you listen to him? Who wouldn't? "A taxable event is something every member of the investing public wants to avoid yet
July 01, 2009
BilocationWe are quickly becoming a single, global community thanks to the 24-hour international media, the spread of the Internet, the immediacy of shared environmental challenges,...
July 01, 2009
The IRS Weighs InIf past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. In May 2009, the...
July 01, 2009
How to Speak AustralianAnyone who's ever been to an Outback Steakhouse knows the difference between a Bloke and a Sheila, and probably that Foster's is Australian for beer....
July 01, 2009
Destructive Financial PlanningWriting recently in the Financial Times, Stanford University economist John Taylor points out that America's exploding debt is currently set to double to 82 percent...