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Financial Advisor
October 2012
Mary Rowland |
Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year.   |
Registered Rep.
February 18, 2010
David A. Geracioti |
The Return of the Estate Tax and "New Money" Financial advisors with entrepreneurial clients -- first-generation wealth creators -- best take heed of Obama's recently introduced plans to bring back the federal estate tax. |
Registered Rep.
February 4, 2015
Jason Smolen |
Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax. |
Financial Advisor
September 2012
Eric L. Reiner |
Jive Talkin' Even if the next president carries out his tax proposals, the economic impact could be different from what's promised. |
Registered Rep.
November 5, 2012
Lena Rizkallah |
The View from the Fiscal Cliff Say goodbye to some taxe cuts and incentives that will likely expire in 2013. |
Financial Planning
March 1, 2013
Martin Shenkman |
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. |
Financial Advisor
January 2012
Gail Liberman |
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. |
Financial Planning
February 1, 2013
Martin Shenkman |
Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider. |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
Financial Planning
December 1, 2008
Jeanne Lee |
Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies. |
Registered Rep.
September 23, 2011
Diana Britton |
Final Shape of Tax Reform Unclear, But Some FAs Take Steps to Prepare Clients Most financial advisors are taking a wait-and-see approach to President Barack Obama's tax proposal announced Monday, but some say it could pay to prepare clients for some kind of tax reform anyway. |
Financial Advisor
October 2012
Eric L. Reiner |
The Winds Of Limbo Roar Financial advisors need to keep in mind that next year's tax rules could change before, or after, 2013 arrives. |
Financial Planning
February 1, 2013
Ilana Polyak |
15 Tax Moves for Right Now The eleventh-hour tax deal reached in Washington will require some new strategies for advisors and their clients. |
BusinessWeek
December 10, 2009
Ryan Donmoyer |
How Many Ways Can You Tax the Rich? Democrats are scrambling to fund their wish list while keeping Obama's pledge to go easy on most Americans. |
BusinessWeek
January 13, 2011
Albert R. Hunt et al. |
Tax Reform Is in the Eye of the Beholder Obama wants any tax overhaul to trim the deficit or be revenue neutral. |
Registered Rep.
September 8, 2010
Jerry Gleeson |
Political Stalemate Darkens Affluent Tax Prospects With President Obama and congressional Republicans at loggerheads over tax cut extensions for the wealthy next year, some financial advisors say they are planning for the worst. |
Financial Planning
December 1, 2012
Ann Marsh |
Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end.. |
Investment Advisor
October 2009
James J. Green |
The Scope of the Problem A tax and planning attorney speaks at Schwab Impact 2009 about tax and estate planning changes that are on the way. |
The Motley Fool
July 13, 2010
Selena Maranjian |
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. |
Financial Planning
March 1, 2008
David Grau |
In the Minority Transferring equity is an important step in the future of almost every financial services firm. While people don't live forever, a business can, if each succeeding generation plans appropriately. Minority interests are one way to achieve this. |
Registered Rep.
August 1, 2006
Janet Arrowood |
Heir-Tight Planning There are several good reasons why financial advisors should know how to use trusts and insurance. Even without a big federal tax bite, many states levy estate or death taxes, and a number of states -- desperate for revenue -- have raised them in recent years. |
BusinessWeek
January 21, 2010
Jane Sasseen |
Taxes: Ready to Rumble How Obama will target business, and how business will fight back |
Financial Planning
May 1, 2008
Martin M Shenkman |
Another Door Closes The Supreme Court recently reached a decision that ends the ability of most trusts and estates to deduct investment management fees. It is vital to understand the rules so you can help clients maximize the deductions they might qualify for. |
The Motley Fool
December 17, 2010
Morgan Housel |
Big Picture: A Completely Broken Tax System You tell us how to fix it. |
Investment Advisor
May 2009
Melanie Waddell |
Retirement Planning: Estate Tax Up for Debate Congress must take some action on the estate tax this year. |
Inc.
October 2008
Robb Mandelbaum |
Tax This; Tax That When it comes to taxes, John McCain and Barack Obama both want to ease the burden and spark the economy. The difference is in how they would go about doing it. Here are the specifics of each candidate's plan. |
Financial Planning
February 1, 2012
Scott Wenger |
Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes. |
AFP eWire
March 2, 2009 |
New Obama Plan Would Reduce Charitable Deductions for Wealthy By limiting the size of charitable tax breaks for the wealthy, this measure would reduce by as much as 20 percent the amount wealthy taxpayers could get in tax breaks. |
Financial Planning
November 1, 2011
Martin Shenkman |
Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws. |
BusinessWeek
November 17, 2010
Coy & Przybyla |
Debt and Taxes: Will America Ever Grow Up? Two new proposals to get serious about the U.S. budget deficit are colliding with the same old dysfunctional politics. |
The Motley Fool
April 14, 2011
Morgan Housel |
What You Need to Know About the President's Plan to Save $4 Trillion President Barack Obama laid out a plan to slash $4 trillion from the deficit between now and 2023. Here's roughly how it'll get done. |
The Motley Fool
February 4, 2004
Robert Brokamp |
Taxes, Cuts, and Politics [Tax Q&A] Since much of the election comes down to taxes -- and since the tax filing deadline is looming -- we thought we'd offer a brief lesson on how your tax bill is calculated, followed by a quick look at whose tax bills will be lower this year. |
AskMen.com
Ross Bonander |
New Tax Laws For 2009 Taxpayers should pay special attention to tax-law changes, as they can directly affect how much money is kept out of Uncle Sam's hands. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
The Motley Fool
March 14, 2011
Selena Maranjian |
7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved. |
The Motley Fool
July 14, 2006
Roy Lewis |
Buy a Home, Save on Taxes We've all heard it before: Buy a home and save a ton of money on your income taxes! While it may sound enticing, it's not always true -- or at least, not as true as some would have you believe. |
BusinessWeek
November 21, 2005
Howard Gleckman |
How Tax Reform Adds Up The President's Advisory Panel on Federal Tax Reform has proposed two ways to clean up the code, and the impact on companies could vary widely. |
Financial Advisor
August 2006
Hannah Shaw Grove |
Life Insurance And Wealth Management Helping client with life insurance is an important service of effective wealth managers. |
Financial Advisor
June 2008 |
Frontline News News: As the number of financial advisory players shrinks, recruiting intensifies... Pomering to run Moss Adams' RIA unit... Pershing advisor solutions sets exec committee... Larger taxable distributions on mutual funds... etc. |
The Motley Fool
December 9, 2005 |
The Income Tax Process, Explained It does take a while to do (it's estimated that upwards of 30 hours is required to complete Form 1040 and Schedules A, B, C, and D), but it isn't brain surgery. |
BusinessWeek
October 6, 2010
Julianna Goldman et al. |
Obama Wants a Detente with Business Once the midterm elections are over, the President plans to make up with business. |
Investment Advisor
March 2007
Savita Iyer |
Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool. |
The Motley Fool
April 18, 2011
Morgan Housel |
5 Things to Know About Taxes Just in time for tax day. |
BusinessWeek
September 23, 2010
Ryan J. Donmoyer |
Would Ending Bush's Tax Cuts Hurt Small Business? Some small business income would be subject to higher taxes under Obama's plan, though not the 50 percent the GOP claims. |
On Wall Street
January 1, 2012
Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm. |
On Wall Street
January 1, 2013
Mira Fine |
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. |
BusinessWeek
November 4, 2009
Jane Sasseen |
Health-Care Reform's Hidden Taxes Why a lot of health reform's costs could be borne by the middle class, despite Obama's pledges. |
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood |
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. |
Registered Rep.
February 13, 2009
Halah Touryalai |
Independent Contractor Rep No More? If the Obama administration and House Representative Rob Andrews of New Jersey have their way, the independent contractor rep may become a thing of the past. |
BusinessWeek
December 22, 2003
Anne Tergesen |
The Many Lives Of The Death Tax Wealthy estates could end up paying a lot as several states get aggressive. |
