Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Source and Structure of Fees
By Mike PattonWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
July 01, 2007
Getting Over TherapyphobiaFor a number of advisors, even the mention of "therapy" or "therapeutic" evokes a negative reaction. This resistance is often due to concern that they...
July 01, 2007
Ferdinand Pecora: Crusading InvestigatorFacing him in the dock were some of America's most influential men, whose names were synonymous with power, privilege, and great wealth. But Ferdinand J....
July 01, 2007
Combining Business and FamilyMitchell Frank has driven down for our lunch from his office in White Plains, in suburban Westchester County. "It's nice to be out of the office,"...
June 27, 2007
An AMT Fix Without Higher TaxesCongress's original intention when it created the Alternative Minimum Tax, was to make sure that the wealthiest Americans weren't able to combine so many exemptions or deductions that they ended up paying little or no income taxes. In a study released today, the Tax Foundation lays out a revenue-neutral plan...
June 18, 2007
Bill Would Tax Publicly Traded Partnerships as CorporationsSenators Max Baucus (D-Montana) and Chuck Grassley (R-Iowa) introduced legislation June 14 that would tax as corporations all publicly traded partnerships that directly or indirectly derive income from investment adviser or asset management services.
June 10, 2007
Budget Resolution Provides Stronger Feel For Estate Tax FutureWhile still subject to change, congressional action last month signaling reform, not repeal, of the estate tax "is strong enough to give some indication as ...
June 10, 2007
Budget Resolution Provides Stronger Feel For Estate Tax FutureWhile still subject to change, congressional action last month signaling reform, not repeal, of the estate tax "is strong enough to give some indication as ...