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Financial Advisor
July 2009
Mary Rowland |
Avoiding The Tax Man Moving out of a state might help a client save taxes; moving out of the U.S. probably won't.   |
On Wall Street
March 1, 2013
Margarida Correia |
America's Wealthy Consider Abandoning United States In their scramble to shield their wealth from higher taxes, America s richest individuals are considering relocating to tax-friendlier states and, in some cases, countries. |
Financial Planning
August 1, 2011
Ingrid Case |
Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law. |
Registered Rep.
June 24, 2015
Gregory Taggart |
FATCA And The New Era of Global Transparency It's taken some time, but it's harder for U.S. citizens to hold foreign accounts away from the eyes of the IRS. |
Financial Planning
April 1, 2005
Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. |
Investment Advisor
May 2008
Lewis Schiff |
Death and Taxes Respect No Borders For global families, advanced planning teams look for global solutions |
Financial Advisor
November 2003
Raymond Fazzi |
States Exacerbate Death Tax Confusion Planners are groping for answers on estate taxes. |
Entrepreneur
July 2004
Scott Bernard Nelson |
Will Power Build flexibility into your estate plan so heirs can avoid the pitfalls of changing tax laws. |
Financial Planning
January 1, 2009
Ed Slott |
Is Bigger Better? No matter what state you live in, now is the time to review your clients' estate plans to make sure they take the increased 2009 exemption levels into account. |
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
October 1, 2005
Garrett Thornburg |
The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes? |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Registered Rep.
March 1, 2005
Daniels, Leibell & Prince |
Estate of Uncertainty The 2001 tax reform act built uncertainty into the estate-planning process. |
The Motley Fool
July 27, 2009
Dan Caplinger |
This Trap Will Hit You Harder Than a Bear Market The estate tax is poised to become a much bigger problem in a couple of years. If Congress doesn't take action, then in 2011, estate tax laws will become much more stringent -- including a maximum rate of 55% and a much lower exemption amount. |
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. |
Financial Advisor
March 2011
Eric L. Reiner |
Biding Time The 2010 Tax Relief Act offers opportunities for clients and prolonged uncertainty for advisors. |
The Motley Fool
January 29, 2010
Dan Caplinger |
The Motley Fool Guide to Doing Your Taxes It's time to get started. |
Investment Advisor
July 2008
Geoff Kirbyson |
Canadian Invasion Canadians are making a run for the border like never before, a migration that's triggering a rash of financial planning issues for investors with dual citizenship. |
The Motley Fool
July 13, 2010
Selena Maranjian |
Will Taxes Soon Skyrocket? The situation may not be as dire as it seems. |
On Wall Street
February 1, 2011
Richard A. Behrendt |
Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules. |
Financial Planning
September 1, 2006
Suzanne McGee |
The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine. |
Bank Director
2nd Quarter 2010
Jack Milligan |
Knee Deep in Regulation As part of the fallout from the latest financial crisis, bankers are wading through new layers of regulation while scanning for clearer skies ahead. |
National Defense
June 2010
Richard L. Moorhouse |
Foreign Influence Can Create Security Clearance Pitfalls Many companies are hugely dependent on classified work. Key employees holding security clearances must therefore take actions and avoid situations that would put their clearances at risk. |
Registered Rep.
January 12, 2011
Douglas Moore |
Tax Law Changes To Plan For In 2011 and 2012 Here's a general overview of some the issues that should be discussed with clients. |
