Tax Planning Articles

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Obama Donors Embrace Corporate Inversions He Criticizes

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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.

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Americans Give Up Passports As Asset-Disclosure Rules Start

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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.

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Pure's Play

by Dan Jamieson

Michael Fenison thought he’d retire. instead he created a new model for planning with a major focus on the mass affluent.

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Reality Check

by Eric L. Reiner

Ruling on 60-day IRA rollovers startles some practitioners.

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Confronting The ACA

by Lisa Brown

Advisors should learn how clients are being impacted by the Affordable Care Act. Here are three strategic tips.

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Estate Tax Repeal Vote Possible in House In 2014

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Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.

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Advisors Feel Need To Justify Fees, Survey Finds

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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.

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Schwab Charitable Reports Surge In Grants

by FA Staff

Individuals granted out $822 million in fiscal 2014 to more than 34,500 charities, an increase of 38 percent from a year earlier.

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Raymond James Recruits $575 Million Advisor Team

by FA Staff

Hauser Wealth Management has joined the firm from UBS.

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Envestnet Pays $66 Million To Acquire Placemark Holdings

by FA Staff

The acquisition makes Envestnet one of the top unified managed account providers in the industry.

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