Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Estate Planning in 2010
By Kate McBrideAmong the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
February 16, 2010
Could the Roth Conversion Be an Estate Planning Opportunity?2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion.
February 10, 2010
Putting your Web site to work for your businessBy now, most agents acknowledge that they must have a Web site to grow their businesses. The launch of a professional, well-designed site is only the first step.
February 03, 2010
8 ways to increase your sales successHere are eight tips for improving your insurance sales and marketing strategies. By using just one or two of these ideas, you can make stronger connections with more prospects and clients.
February 02, 2010
Social Security Solvency PlanRobert Reynolds, president and CEO of Putnam Investments, is calling for legislators to help solve the coming retirement crisis in America.
January 25, 2010
Commonwealth Financial to Match Haiti Relief Donations From B/D's Staff and AdvisorsAs House passes bill on tax deductions for Haiti, AICPA posts reminders on how to give prudently
January 19, 2010
5 steps for the perfect presentationHere are five specific steps to help make your next presentation into your next sale.
January 18, 2010
Estate Taxes and the Carryover BasisThe repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.