Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Stocks, Gold and War
By Kenneth SilberOn July 28, 1914, Emperor Franz Joseph of Austria-Hungary declared war on Serbia. A month earlier, a Serbian nationalist had killed Archduke Franz Ferdinand, the...
June 22, 2009
Quiz question: Proposed tax exclusionHow large a tax exclusion would the proposed Retirement Security Needs Lifetime Pay Act (H.R. 2748) provide on the income from a non-qualified lifetime annuity?
June 21, 2009
Quiz question: Proposed tax exclusionHow large a tax exclusion would the proposed Retirement Security Needs Lifetime Pay Act (H.R. 2748) provide on the income from a non-qualified lifetime annuity?
June 14, 2009
Do Away With Fine PrintWhile watching television recently, I noticed an advertisement with a lot of fine print on the bottom of the screen. It was many lines long and impossible to read, not only because it was so small, but also because it was shown for only a few seconds.
June 04, 2009
NAPFA National Conference ReportAttendance down from last year, but lots of new initiatives planned
June 01, 2009
The Psychology of Advice: Getting Your Act TogetherWhile Bernie Madoff's empire was falling apart, remember how he would walk past the cameras with no sign of emotion except for a small, nervous...
June 01, 2009
Temperament & ToolsWhen you consider the financial planning industry as a profession, the future is extremely bright. This is partly because the financial planner is the only...
June 01, 2009
No Teleprompter Needed: CNBC's Rick SantelliRick Santelli, animated on-air editor for CNBC Business News, relishes talking hot-button issues. But when the ex-trader/financial services executive emotionally blasted President Obama's bailout plan...