Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Watch Out. Reform Is on the Way
By Melanie WaddellAs the New Year unfolds, one thing is certain: financial services regulatory reform will be hotly debated in the 111th Congress, and perhaps some reforms...
December 08, 2008
Low-tax citiesBillings, Mont. Cheyenne, Wyo. Doral, Fla. Henderson, Nev. Juneau, Alaska Manchester, N.H. Nashville, Tenn. Sioux Falls, S.D. Spokane, Wash. Stafford, Texas Source: U.S. News & World Report
December 01, 2008
Key Tips for advisors during a turbulent market1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
December 01, 2008
Now or Then?When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
December 01, 2008
Where to From Here?: Election 2008Now that Barack Obama has been elected the next President of the United States, the nation's inboxes, airwaves, and TV screens are awash with advice...