Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
SBM Launches AdvisorFX
By staff WriterSummit Business Media L.L.C. has released AdvisorFX, an online reference tool for financial advisors and insurance professionals.
May 19, 2009
Women Drive Charitable GivingMany wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give.
May 12, 2009
More Tax Details Surface (with Health Reform Reserve Fund description)The Obama administration has come out with more details about tax proposals that could affect many sectors of the financial services industry.
May 11, 2009
More Tax Details Surface (with Health Reform Reserve Fund description)The Obama administration has come out with more details about tax proposals that could affect many sectors of the financial services industry.
May 04, 2009
Obama Hits Tax HavensA new effort to discourage companies from setting up headquarters offshore to avoid U.S. income taxes could affect some insurers more than others.
May 01, 2009
Build a stronger financial futureThough most everyone has wrapped up the 2008 tax season by now, it is important to continue meeting regularly with our clients about how tax policy in Washington affects them at home.
May 01, 2009
Game ChangerIf you believe his critics, Barack Obama is an agent of socialism whose economic and social agenda includes nothing less than the goal of massively...
May 01, 2009
LPL Financial Makes Push for 'ClientsFirst'LPL Financial, the independent broker-dealer serving some 11,890 independent advisors, has launched a program called ClientsFirst to help FAs attract, convert and retain new clients....