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Tax Planning Articles
President Barack Obama has been bashing companies that pursue offshore mergers to reduce taxes, but some of the people behind the deals are his biggest donors.
The number of Americans renouncing U.S. citizenship declined 13 percent in the final half year before rules that make it harder to hide assets from tax authorities came into force.
Michael Fenison thought he’d retire. instead he created a new model for planning with a major focus on the mass affluent.
Ruling on 60-day IRA rollovers startles some practitioners.
Advisors should learn how clients are being impacted by the Affordable Care Act. Here are three strategic tips.
Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.
Seventy-four percent of advisors want more resources to help communicate their value to clients, as many feel the need to justify their fees, says Russell Investments.
Individuals granted out $822 million in fiscal 2014 to more than 34,500 charities, an increase of 38 percent from a year earlier.
Hauser Wealth Management has joined the firm from UBS.
The acquisition makes Envestnet one of the top unified managed account providers in the industry.
Financial Advisor Blogs
Portfolio Manager Insights
New scientific evidence is making accusations more credible that airplane cabin air kills, says this columnist. + Read more
AUM is an absurdly overused statistic in the advisory world that says little about the quality of the industry's participants, says Mark Hurley, founder and CEO of Fiduciary Network. + Read more