Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Life Insurance for Protection — and Retirement Savings
By Pat Lang, J.D., CFP, CLU, ChFC, CFS, FLMIMost people know life insurance can protect their family with a death benefit. Most dont know that it can also protect their retirement funds.
January 09, 2012
403(b) Compliance Resolution Summit Report ReleasedThe National Tax Sheltered Accounts Association on Friday released its report from the third annual 403(b) Compliance Resolution Summit, a forum for 403(b) professionals to identify service issues and develop best practices for the resolution of those issues.
January 06, 2012
10 Tax Tips for Advisors in 2012James Duggan, founder and principal attorney at Duggan Bertsch in Chicago, a business, tax, estate and wealth planning law firm, offers a checklist of items that tax advisors can keep in mind as they review the particular needs of their clients this year.
January 02, 2012
What Lies Ahead for the Euro?Would Italy be where it is today had Berlusconi planned its public finances as well as he planned his private events?
January 02, 2012
Five Ideas for Guaranteed Returns in 2012: AnalysisBefore we embark on 2012s market roller coaster, lets consider a few investments with guaranteed results for a change.
January 01, 2012
The Advisor's AdvocateThe beginning of a new year is always a good time to catch up with Dale Brown, president and CEO of the Financial Services Institute.
December 29, 2011
Greek Tax Officials StrikeTax officials in Greece further complicated the country's efforts to cope with its austerity measures in the midst of the debt crisis as they walked off the job on Thursday, shutting down tax offices for the last two working days of the year.
December 28, 2011
IRS Shows Mercy and Allows Stretch IRAThe IRS recently took the unusual step of permitting a taxpayer to undo a lump-sum IRA distribution and avoid taxes and penalties.