Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisor Groups Warn About Tax Reform, Praise Bush Health Ideas
By Staff WriterOrganizations that represent insurance agents and other financial professionals say they are happy with what President Bush left out of his State of the Union ...
February 01, 2006
Reform Is in the AirOfficials in Washington expect Congress to pass legislation early this year that would shore up the nation's ailing pension system and provide tax breaks to...
January 01, 2006
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
January 01, 2006
The Case for Loss HarvestingThe presence of taxes should affect the way an investment portfolio is managed, but most portfolio managers are not sensitive to tax issues. Indeed, investment...
January 01, 2006
Financial Planning's FutureFinancial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...
December 31, 2005
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
December 19, 2005
Ratio Tracks Risk vs. RewardPHILADELPHIA (HedgeWorld.com)--NewMarket Capital Partners LLC, a fund of funds manager founded in 2003, has released a report on a new tool for the analysis of performance called the omega ratio. The report, by Senior Investment Manager Andre Boreas, describes the omega ratio as an answer to a challenge created by...
December 19, 2005
Transfer Pricing and Its Role in International Planning for Hedge Fund ManagersAs the hedge fund industry visibly grows and becomes more global, it is becoming increasingly subject to the scrutiny of the forces that affect mature industries. The new Securities and Exchange Commission registration requirement is probably the most visible evidence. Regulatory developments are sure to be followed on the taxing...