Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Avoid These 15 Tax Traps!
By Staff WriterMultiple tax and estate planning pitfalls can arise when dealing with international clients, defined as non-U.S. citizens who are either resident aliens or nonresident aliens,...
July 01, 2008
Energy Is in the AirMost reasonable people would agree that we have an energy problem, if not a full-blown crisis in this country. Yet our elected leaders seem, with...
July 01, 2008
Globalization NowGlobalization. We hear the term over and over nowadays yet it's often hard to define succinctly because it encompasses myriad issues. At its core, globalization...
July 01, 2008
Students and TeachersBragging rights: the right to boast after winning a game or beating an opponent. I really did earn bragging rights. The game, which I won, is...
July 01, 2008
Canadian InvasionCanadians are making a run for the border like never before, a migration that's triggering a rash of financial planning issues for investors with dual...
June 30, 2008
Richard J. DeCarolisRichard J. DeCarolis has joined Penn Mutual Life Insurance Company as vice president and controller. His responsibilities include financial reporting, accounting, financial controls, and tax and treasury. He will also be responsible for the
June 30, 2008
Beyond referralsReferrals. They're the lifeblood of many a financial services practice. Without them, books of business fail to grow, practices stagnate, incomes fall and careers fade. But even with referrals advisors can find themselves working too hard,
June 24, 2008
Rogue advisors on paradeA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars