Savvy strategies and shrewd planning can benefit clients.
Clients may have been the real winners when Atlantic Trust Private Wealth Management was acquired by CIBC.
Congress has made permanent many of the so-called “extenders,” those temporary tax breaks with a record of temporary renewal.
Advisors have a role to play in year-end planning.
Some recent high-profile U.S. Supreme Court decisions have clarified the tax situations for many clients of financial advisors.
A rundown of ’14 tax breaks kept alive by last-minute legislation last year, along w/ fun new aspects introduced for tax year 2014.
Master limited partnerships’ high yields and promising growth prospects come with tax quirks.
Ruling on 60-day IRA rollovers startles some practitioners.
The less-than-sunny forecast for many commodities is actually a good motive for holding them in client portfolios, says a thought-leader in the area.
2013 tax returns are shining the spotlight on clients’ portfolios.
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