Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When Surrender Leads to Success
By Marc Finer, James BrockwayA recent court decision found the owner of a PPLI policy retained sufficient control over the assets in the account to be treated as the owner for federal income tax purposes.
November 29, 2015
Jean Coutu slumps most in 7 years on proposed drug reformA single-payer health care system has worries of its own about pharmaceutical costs.
November 24, 2015
Why We’re in a Bull Market for Donor-Advised FundsThe benefits to many clients are clear in fact, there are at least 12 and the timing is right.
November 23, 2015
Pfizer, Allergan to combine in deal valued at $160 billionAllergan produces Namenda, an Alzheimer's drug.
November 20, 2015
IRS, Treasury Continue Tax Inversion CrackdownBut only legislation can decisively stop inversions, Treasury Secretary Jack Lew says.
November 10, 2015
About That Roth Conversion Cure: Watch the Side EffectClients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
November 10, 2015
10 Most Tax-Friendly States for RetirementMaking retirement savings last may be easier in these 10 tax-friendly states, according to Kiplinger.
November 05, 2015
Brady to take over as head of U.S. House tax-writing panelBrady has been a leader in Cadillac plan tax repeal efforts.