Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Do Away With Fine Print
By Douglas I. FriedmanWhile 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 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...
May 25, 2009
SBM Launches AdvisorFXSummit Business Media L.L.C. has released AdvisorFX, an online reference tool for financial advisors and insurance professionals.
May 22, 2009
Gradient and the "Apprentice" team upGradient Financial has announced a new community outreach program, Gradient Gives Back, which will provide financial makeovers to needy families beginning in May. Donald Trump's "Apprentice" winner, will act as Gradient's national spokesperson.
May 21, 2009
Gradient and the "Apprentice" team upGradient Financial has announced a new community outreach program, Gradient Gives Back, which will provide financial makeovers to needy families beginning in May. Donald Trump's "Apprentice" winner, will act as Gradient's national spokesperson.
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.