Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Advisors Unsure About Impact of Financial Reform
By Danielle AndrusAdvisors admit they aren't too familiar with financial reform and the impact it will have on their clients. In an SEI Quick Poll, nearly three-quarters...
July 27, 2010
UBS Profit Jumps, as U.S. Unit Had Fewer Advisors but Improved InflowsThe number of UBS advisors in the United States and Canada stands at 6,760 - a 2% decline from the first quarter and a 15% decline from last year.
July 26, 2010
BP to Discuss CEO Hayward's Exit; Geithner Says to Let Tax Cuts EndBP will discuss plans on Monday, sources say.
July 26, 2010
Taxes, Jobs, and Consumers: Advisor Briefing for the Week of July 26, 2010What's happening this week.
July 25, 2010
Fidelity Poll Says Charitable Giving May Rise to Offset TaxesAdvisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients' taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase.
July 25, 2010
Estate Tax Backed by Nonprofit Group and WealthyThe group United for a Fair Economy (UFE) held a press conference call on Wednesday, July 21, seeking the return of a robust estate tax.
July 22, 2010
RJ Advisors Post Strong Sales, IncomeRaymond James' 5,340 advisors help private-client group boost sequential results.
July 22, 2010
Existing Home Sales Fell 5.1% in June With End of Home Buyer Tax CreditExisting home sales fell 5.1% in June, with 5.37 million single-family homes, townhomes, condos, and co-ops sold compared to 5.66 million in May, the National Association of Realtors said.