Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Financial Folklore: Tales from Wall Street to Main Street
By Simon MaierhoferHitching your wagon to financial folklore may not bring your clients closer to financial independence.
April 30, 2011
Gift of love: A story of momMay means Mother's Day, and in our family, it also marks the birthdays of both my mother and me.
April 29, 2011
IRS Begins to Enforce New Rules for Tax Return PreparersThe IRS is tightening the screws on tax preparers in a concerted effort to remove those with criminal tax convictions or permanent injunctions.
April 29, 2011
IRS High Net Worth Initiative: Fearsome Beast or Paper Tiger?Syracuse University study suggests IRS’ two-year-old HNW initiative may be “using more rhetoric than resources”
April 27, 2011
The Pitfalls for You and Your Client When They Take Your Tax AdviceAs the Russell v. Commissioner tax court case shows, relying on a tax advisor’s advice can save clients from penalties… sometimes.
April 27, 2011
Japan's Outlook Cut on Earthquake CostsStandard & Poor's cut Japan's sovereign rating outlook on Wednesday from stable to negative, warning that a credit-rating cut will follow if the country cannot raise additional revenues.
April 26, 2011
Diahann Lassus: Women in Wealth ProfileWhen it comes to wealth management, who influences the influencers?
April 26, 2011
2011 Q1 Earnings: UBS Wealth Unit Swings Back to Profit of $126 MillionUBS Wealth Management Americas reported a Q1 2011 pre-tax profit of 111 million Swiss francs, about $126 million, up from a loss in the prior quarter.