September 08, 2010 Costs to taxpayers over 10 years estimated at $30 billion....
September 07, 2010 A primary goal for many wealthy clients....
August 27, 2010 Is a Roth conversion in your client’s best interest—or is it a roll of the dice?...
August 24, 2010 Existing-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24....
August 24, 2010 As many parents dip into retirement savings to pay for their children’s college educations, the parents who work with a financial advisor are saving more for college costs, Fidelity Investments reported in a study released Tuesday, August 24....
August 15, 2010 According to a white paper released by RidgeWorth Investments, the high-grade municipal bond market still offered attractive opportunities for investors, even though the market was dramatically different from last year....
August 12, 2010 Investors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar....
August 09, 2010 The Boards of Trustees for Social Security and Medicare released their annual financial status reports on the two programs...
August 09, 2010 Freddie Mac reported a net loss attributable to common stockholders of $6.0 billion, or $1.85 per diluted common share, for the second quarter of 2010, compared to a net loss attributable to common stockholders of $8.0 billion....
August 05, 2010 Merrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers....
August 02, 2010 Despite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2. ...
July 26, 2010 BP will discuss plans on Monday, sources say....
July 26, 2010 The group United for a Fair Economy (UFE) held a press conference call on Wednesday, July 21, seeking the return of a robust estate tax. ...
July 26, 2010 Advisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients’ taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase....
July 19, 2010 Senators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax. ...
July 16, 2010 Discussion begins on what to do with expiring Bush-era tax cuts....
July 07, 2010 The National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7....
July 01, 2010 Congressional panel continues to investigate financial meltdown in 2008...
June 16, 2010 Advisors expect higher taxes and regulations to change their way of doing business....
June 15, 2010 With increases looming, wealth managers need to help clients be aware and plan for the inevitable....
June 01, 2010 Bill addresses DB funding relief, 401(k) fee disclosure, carried interest loophole ...
May 27, 2010 New Home Sales for April Posted Surprisingly Strong 14.8% Increase vs. March...
May 26, 2010 Thirteen cities of 20 down in March; low mortgage rates and tax credit can’t overcome market weakness....
May 24, 2010 5.77 million homes sold this April versus 4.70 million a year ago...
May 19, 2010 New home permits drop, Commerce Department report says...
May 18, 2010 Credit designed to encourage small employers to offer health insurance coverage for the first time or maintain coverage they already have...
May 17, 2010 Fannie Mae has much more to lose, equaling heavy taxpayer liability...
May 11, 2010 It turns out the ‘tsunami’ of Roth IRA conversions was little more than a ripple...
March 26, 2010 With their bills coming due in April, employers are calling on Congress to enact temporary relief of their pension funding obligations. ...
March 19, 2010 These days, thanks to a surprising twist in tax law, wealth managers are faced with a new level of uncertainty when it comes to the wealth transfer needs of their clients. ...
March 12, 2010 Tax advisors believe a Roth IRA conversion would benefit 43% of their clients this year, a big increase from 13% last year, according to a new study. ...
March 09, 2010 We have a difference of opinion as to whether Congress can retroactively promulgate tax reform legislation, should they pass any. ...
March 04, 2010 Among the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now. ...
February 16, 2010 2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion....
January 18, 2010 The repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date. ...
December 28, 2009 While tax-free municipal debt issuance won’t match 2008 levels, it will be higher, and taxable muni issuance will sharply rise in 2010, according to a forecast from The Securities Industry and Financial Markets Association (SIFMA). ...
December 22, 2009 As of December 17th, the House and Senate have been unable to move forward on estate tax reform (or extension of the current law) to avoid the quagmire of the 2001 Tax Act’s (EGTRRA) sunset provision....
December 11, 2009 There has been movement by both the House and the Senate to finalize some type of solution to pending elimination of estate and gift tax on Jan. 1, 2010. ...
December 08, 2009 BrightScope has announced its inaugural Year-End Top 30 Ratings List of the best 401(k) plans with $1 billion or more in assets. ...
December 04, 2009 Democratic bill would make tax permanent ...
November 24, 2009 One of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families. ...
November 17, 2009 With the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do....
September 14, 2009 The Obama Administration’s proposed cap on charitable deductions for the highest earners among us hasn’t been front-and-center for several months, but it will grab headlines again....
August 03, 2009 No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well. ...
July 31, 2009 No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well. ...
July 28, 2009 Big foundations may get the media coverage, but individual charitable giving dwarfs institutional giving. The way clients make their gifts could be much more effective. Wealth managers can add tremendous value for their clients who give at high levels....
June 30, 2009 Over the past few months, we’ve pondered the fate of the tax package authorized by President Bush and a bi-partisan Congress in 2001. ...
May 19, 2009 Many wealth managers know that charitable giving is a priority for wealthy families and incorporate that into their practices. What might come as more of a surprise is that women are driginf the decisions about where and how much to give....
April 28, 2009 No part of the Internal Revenue Code is more at play than the estate tax, a levy that is scheduled to expire in 2010 and restart in 2011—an improbable scenario. ...
April 01, 2009 Amidst all the partisan squabbling over President Obama’s economic stimulus package and the role of tax cuts therein, there was, at least, bi-partisan agreement on the need to address the Alternative Minimum Tax. But AMT reform now seems DOA....
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