Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Planning in Uncertain Times
By Gavin Morrissey, Gavin MorrisseyThese days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients.
March 09, 2010
Estate Tax Uncertainty ContinuesWe have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any.
March 04, 2010
Gunning for BunningWisconsin Rep. Paul Ryan's remarks at last week's summit were an absolutely devastating critique of Obamacare and its true cost. In the hyper-charged political atmosphere,...
March 04, 2010
Estate Planning in 2010Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
March 03, 2010
Obama Presses For Healthcare ReformPresident Obama today launched the end game on healthcare reform legislation, saying he wants a vote on the bill in Congress by the end of the month.
March 01, 2010
Soapbox: What Comes First: Nation or Client?One key element of financial planning is to identify legal means to reduce clients' payments for state and local income taxes, estate and inheritance taxes,...
February 26, 2010
Earnings: AIG, Conseco, American Equity, Pan-AmericanAmerican International Group Inc. (NYSE:AIG) has reported a large loss for the fourth quarter of 2009, but the domestic life and retirement business took in more deposits and is reporting a pre-tax profit.