Tax Planning

The latest news and developments that advisors need to create meaningful tax planning strategies for clients.

Life Insurance

The Life Insurance Fiscal Cliff: No Tax Preference Is Safe

By Robert Bloink, William H. Byrnes
Battle lines drawn in fiscal cliff negotiations

December 05, 2012

Battle lines drawn in fiscal cliff negotiations
Analysis: Obama could risk going over ‘cliff’

December 05, 2012

Analysis: Obama could risk going over ‘cliff’
GOP fiscal cliff plan echoes failed budget talks

December 04, 2012

GOP fiscal cliff plan echoes failed budget talks
GOP fiscal cliff plan echoes failed budget talks

December 04, 2012

GOP fiscal cliff plan echoes failed budget talks
Year-End Tax Strategy: Pairing a Roth Conversion With a DAF

December 04, 2012

Year-End Tax Strategy: Pairing a Roth Conversion With a DAF
Is the Structured Settlement Process in need of Reform?

December 03, 2012

Is the Structured Settlement Process in need of Reform?
How much income taxes could rise: A breakdown of the options

December 03, 2012

How much income taxes could rise: A breakdown of the options