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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

Variable withdrawal strategies may be right for clients

Financial Planning Digest | Jan 26, 2015

Would it be terrible to inherit a Roth IRA?

Financial Planning Digest | Jan 22, 2015

What's new for this year's individual tax season?

Financial Planning Digest | Jan 26, 2015

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

Financial Planning Digest | Jan 22, 2015

2 strategies to help clients in high tax brackets

Financial Planning Digest | Jan 26, 2015

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

Financial Planning Digest | Jan 22, 2015

Who really benefits from 529 plans?

Financial Planning Digest | Jan 26, 2015

Proposal would let student loan debt be discharged in bankruptcy

Financial Planning Digest | Jan 26, 2015


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Feb. 5: First Quarter Sophisticated Tax and Investment Planning Strategies

Financial Planning Digest | Jan 22, 2015

Michael Goodman recognized with 2014 Distinguished Service Award

Financial Planning Digest | Jan 22, 2015

Tax Practitioner's Toolkit

Financial Planning Digest | Jan 15, 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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