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Articles tagged "taxes"


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Gregg Robins:  It is true that there was often more 'private' than 'banking,' and Swiss bankers were more often consummate relationship people rather than rigorous bankers.

A former exec of a Swiss private bank offers his insights into the country's wealth management business and what innovations could redefine it

Gregg Robins, most recently head of UBS private banking in Russia, gives front-row insight on his industry's recent challenges but believes more of a Branson-Jobs mentality could shape its future

September 13, 2013 at 6:28 PM

Eric Henderson: Many clients have no intention of initiating a discussion about taxes.

Talking taxes: Why advisors need two approaches to shatter two counterproductive client attitudes

The new tax rates require new tax planning, but advisors find it's like feeding a big pill to a small dog

March 22, 2013 at 6:49 PM

"The agreement should ... allow tax season to begin with minimal delay."

The killer cheat sheet of just where RIA clients stand after the near-cliff experience

We all know that income of more than $400,000 will get hit but there's so, so much more to know

January 4, 2013 at 5:04 AM

Eric Henderson: Now is the time for financial advisors to pick up the phone to invite their clients to have a critical discussion about their portfolio.

Advisors need to deliver a reality check to clients about 2013 tax changes barreling down the pike

The changes , especially for the wealthy, are many but so are the ways to react

November 21, 2012 at 6:24 AM

Rich Behrendt:Taking advantage of this unique gifting opportunity before the end of the year could save a tremendous amount in your clients' future estate taxes.

What you need to know about gifting as the Bush tax cuts near their sell-by date

If an Obama reelection triggers the dreaded Taxmageddon, there will be real fallout for those trying to pass on their wealth

October 29, 2012 at 5:51 AM

Brett Kaufman: Everyone now has a lifetime gift exclusion amount of $5 million per person and a 35% gift tax rate for gifts over $5 million.
July 31, 2012 at 3:25 AM

Michael Durbin: It may seem elegant and easy to take a check and walk across the street, but it’s important to spend the time to get to the right destination.

Fidelity study: Breakaway RIAs could pocket millions in after-tax profits

Dazzling wirehouse retainer deals are nice but going it alone can pay much, much better after taxes get figured in

June 7, 2011 at 2:30 PM

Alan Olsen: Consider hiring a person who has been unemployed for two months or more.

Here's a 15-item checklist of low-hanging tax tips for financial advisors

It's tempting to put April 15th behind you, but here's how you can plan for next year

May 20, 2010 at 4:48 AM

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