tax law

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  Two Tax Mistakes to Avoid With Clients: Tax Expert Shenkman

  By Marlene Y. Satter, AdvisorOne  |  March 7, 2012

  Shenkman warns that “wait and see will become wait and pay” if advisors and their clients continue to do nothing.

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  IRS Reopens Offshore Tax Disclosure Program

  By Melanie Waddell, AdvisorOne  |  January 11, 2012

  Wealthy get a third chance to come clean, after previous programs collected more than $4.4 billion.

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  Special Needs Planning, Pt. 4: Merrill Lynch Unveils Special Needs Calculator

  By Marlene Y. Satter, AdvisorOne  |  December 21, 2011

  Merrill Lynch provides training for advisors so they can help familie help loved ones with special needs.

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  Mary Schapiro and the Strange Case of ‘Business-Model Neutral’

  By Bob Clark, AdvisorOne  |  December 13, 2011

  Here's a thought. What if all our laws and regulations were 'business-model neutral,' like our drug and gun laws?

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  How Herman Cain Could Be Derailing Your Clients

  By Liz Davidson, Financial Finesse  |  November 28, 2011

  Since tax reform may be top of mind for your clients in this presidential election silly season, how do you keep them balanced?

• Making Tax Savvy Choices

  By Ronald Delegge, ETFguide.com  |  October 26, 2011

  Tax efficiency has long been sold as among the greatest advantages of ETF investing. Although that may have been true ten years ago, when most ETFs were linked to traditional stock and bond indexes, it isn’t necessarily true anymore.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.

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  Debt Bill Plan: Sweeping Tax Reform Ahead

  By Gil Weinreich, AdvisorOne  |  August 3, 2011

  Congress has just months under the new debt ceiling law to come up with further deficit reductions. A new report suggests legislators will achieve their goals through sweeping tax reform, since the parties are far apart on the question of spending restraint versus tax hikes.

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  GAO Touts Annuities in Uncertain Retirement Environment

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  August 3, 2011

  Want some free marketing material for your annuities business? Look no further than the U.S. Government Accountability Office.