Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Double Down on Tax Benefits With HSAs
By Robert Bloink, William H. ByrnesIn todays uncertain tax environment, health savings can be as important as an actual retirement account to your clients financial security.
May 03, 2012
Prudential Loses Nearly $1 Billion On ChargesYet the company said its U.S. businesses hit records for annuity and retirement account values and assets under management.
May 02, 2012
Political Commentators Predict Tight Race for President at AALU MeetingThe state of the economy and the unemployment rate, the rising cost of healthcare and gasoline prices will likely prove decisive issues when a narrowly divided American electorate goes to the polls in November to choose a candidate for president.
May 02, 2012
10 Worst Tax States for Small BusinessAll taxes matter, whether imposed at the federal, state or local level of government, says SBE Chief Economist Raymond Keating in his introduction to the 2012 small business tax report.
May 02, 2012
AALU Panel: Action on the Estate Tax is Likely in 2013Regardless of the outcome of the 2012 elections, Congress and the future president are likely to settle a permanent estate tax in 2013 because of the need to bring the burgeoning budget deficit under control.
April 30, 2012
The Sandwich SqueezeYour boomer clients are likely stretched to their financial limit by children and older relatives.
April 30, 2012
Apple Legally Sidesteps Billions in TaxesA published report says Apple Inc. uses subsidiaries in Ireland, the Netherlands and other low-tax nations as part of a strategy that enables the technology giant to cut its global tax bill by billions of dollars every year.
April 30, 2012
Apple Legally Sidesteps Billions in TaxesA published report says Apple Inc. uses subsidiaries in Ireland, the Netherlands and other low-tax nations as part of a strategy that enables the technology giant to cut its global tax bill by billions of dollars every year.