Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Start Roth IRA Conversion Planning Now
By Brandon BuckinghamOn January 1, 2010, nearly $1.4 trillion of retirement assets will immediately become eligible for conversion to Roth individual retirement accounts
August 01, 2009
A New Kind of Taxpayer AdvocacyAs a multitude of groups (see lead news story)--are making their voices heard in Washington, a smaller organization is just getting started in its advocacy...
July 31, 2009
Editor's Choice for Aug 1No 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 29, 2009
Five Tax Tips for a RecessionOne financial advisor outlines how to successfully deliver long-term benefits to clients
July 28, 2009
The Secret of Giving Well in the Financial CrisisBig foundations may get the media coverage, but individual charitable giving dwarfs institutional giving. The way clients make their gifts could be much more effective. Wealth managers can add tremendous value for their clients who give at high levels.
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.