Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NAIFA Government Relations Team Warns of Threats to Industry
By Warren S. HerschLegislative and regulatory efforts that pose potentially serious threats to life insurance professionals were discussed at a Legislative Forum held Monday during NAIFA's annual conference.
September 10, 2012
Secure Your Senior Clients’ Financial FutureWhat matters most to your senior clients when they think about retirement?
September 10, 2012
Secure Your Senior Clients’ Financial FutureWhat matters most to your senior clients when they think about retirement?
September 10, 2012
Hollande Calls for ‘Patriotism’ From Luxury CEOLVMH CEO Bernard Arnault, for his part, said he would continue to pay French taxes after filing for Belgian citizenship.
September 07, 2012
Tax Tips for the Casual Gambler From the IRSFor one thing, your winnings are fully taxable, but so are your losses...and keep good records!
September 07, 2012
Sam Fleet: Self Funding Is Doing FineThe stop-loss specialist sees strong demand from small groups and somewhat higher prices.
September 07, 2012
Sam Fleet: Self Funding Is Doing FineThe stop-loss specialist sees strong demand from small groups and somewhat higher prices.
September 07, 2012
Why Romney won’t kill Dodd-FrankCongressional Republicans and Wall Street are more in favor of reforming or rejecting sections of the act piece by piece as opposed to an all-out repeal.