Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Fulfilling the SMA Promise
By John PhoenixBased on recent media coverage and conversations with financial advisors around the country regarding separately managed accounts (SMAs), it's clear that the SMA players have done an excellent job mar
July 01, 2008
Beyond referralsReferrals. They're the lifeblood of many a financial services practice. Without them, books of business fail to grow, practices stagnate, incomes fall and careers fade. But even with referrals advisors can find themselves working too hard,
July 01, 2008
Avoid These 15 Tax Traps!Multiple tax and estate planning pitfalls can arise when dealing with international clients, defined as non-U.S. citizens who are either resident aliens or nonresident aliens,...
July 01, 2008
The Vicious Credit Cycle Goes Round and RoundThe financial sector has appeared more stable since the drama in March when the Federal Reserve intervened to stave off the collapse of Bear Stearns,...
July 01, 2008
Time to Start TalkingWith the economy sputtering, more and more financial advisors are going to see their boomer clients squeezed between the dual financial demands of boomerang kids...
July 01, 2008
Energy Is in the AirMost reasonable people would agree that we have an energy problem, if not a full-blown crisis in this country. Yet our elected leaders seem, with...
July 01, 2008
Globalization NowGlobalization. We hear the term over and over nowadays yet it's often hard to define succinctly because it encompasses myriad issues. At its core, globalization...
July 01, 2008
Students and TeachersBragging rights: the right to boast after winning a game or beating an opponent. I really did earn bragging rights. The game, which I won, is...