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What Obama's tax plan would mean for your clients

Financial Planning Digest | Jan 22, 2015

President Barack Obama's State of the Union address lacked details about his tax plan, writes John Nersesian, managing director at Nuveen Investments Wealth Management Services. Nevertheless, if Obama is successful in increasing the marginal capital gains rate to 28%, heirs might sell assets they would otherwise keep, business owners might create more efficient succession plans and people might make more charitable donations, he writes. InvestmentNews (free registration) (01/21)


A closer look at Obama's tax plan

Financial Planning Digest | Jan 22, 2015

Would it be terrible to inherit a Roth IRA?

Financial Planning Digest | Jan 22, 2015

Retirees' 4% withdrawal rate may not work in a low-return market

Financial Planning Digest | Jan 22, 2015

What Roth 401(k) rollovers mean for high-income clients

Financial Planning Digest | Jan 22, 2015

"Smart beta" ETFs catch investors' attention

Financial Planning Digest | Jan 22, 2015

Key tax issues to consider in 2015

Financial Planning Digest | Jan 22, 2015

Non-grantor trusts may yield tax benefits for clients

Financial Planning Digest | Jan 22, 2015

9 fund managers to form equities dark pool

Financial Planning Digest | Jan 22, 2015

Obama says he would veto changes to Dodd-Frank

Financial Planning Digest | Jan 22, 2015


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Michael Goodman recognized with 2014 Distinguished Service Award

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Tax Practitioner's Toolkit

Financial Planning Digest | Jan 15, 2015

2015 Advanced PFP Conference: Networking Opportunities

Financial Planning Digest | Jan 15, 2015

Free webcast: Update on tax laws, regulations and guidance

Financial Planning Digest | Jan 12, 2015




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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