Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
An Economic Excursion
By Kara P. StapletonThe national savings rate in the United States is approaching an all-time low, meaning many American families are not in a position to successfully plan...
November 01, 2008
The Fine Art of Planning with CollectiblesMany affluent clients have a serious passion for collecting--and for some it reaches the level of obsession--with a range of interests from exquisite art to...
October 30, 2008
Help the richNow long forgotten, in July 2005 the Congressional Budget Office expressed surprise at the extra $100 billion in unexpected tax revenue it received. There it...
October 28, 2008
Study shows euro economy to growA study from Europe's leading financial service providers shows the country will get through the economic crisis in 2009. Allianz SE and the Lisbon Council launched the autumn update of The European Growth and Jobs Monitor, which is their
October 22, 2008
WACHOVIA REPORTS Q3 LOSS (Oct. 22, 2008)In the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6, brokers, stands at 4,447, up 3 percent from the second quarter. T
October 19, 2008
Market Volatility Remains HighThe Dow Jones industrials posted a gain of 401.03 points in the week ending October 17, 2008, or a rise of 4.75%, to close at 8,852.22, the biggest one week improvement since March 2003.
October 19, 2008
The Roth IRA Conversion--Giving Away The FarmYou may already be aware that Congress is ready to give away the farm, at least as it relates to the Roth conversion. As a ...
October 19, 2008
The Roth IRA Conversion--Giving Away The FarmYou may already be aware that Congress is ready to give away the farm, at least as it relates to the Roth conversion. As a ...