Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Say Uncle
By Arthur D. PostalIn an age of government debt and deficit, the life industry must eventually defend it's products various tax advantages...or risk losing them.
June 30, 2011
Build alliances with CPAsOne way to make sure you have your practice pointing in the right direction from a suitability standpoint is by developing partnerships with CPAs
June 30, 2011
More States Moving to Repeal Estate TaxesLess than half of states have 'death taxes,' and more are considering cutting them.
June 30, 2011
When Are Insurance Policy Loans Taxable?Loans from life insurance policies are not usually treated as taxable income, but borrowers need to be careful.
June 28, 2011
Tax Code Complexity, Inequity Harm Businesses: Senate TestimonyThe tax code's complexity and unfairness harm businesses, citizens and officials testified at a Senate hearing chaired by Max Baucus.
June 27, 2011
Soros: EU Unprepared for a Country’s ‘Inevitable’ DepartureAccording to billionaire financier George Soros, it is "probably inevitable" that a country will end up leaving the euro zone. When that happens, he said Sunday, policymakers had best have a Plan B in the works to avoid economic collapse in the European Union.
June 27, 2011
What Next? ILITs & Estate Planning With the $5M ExclusionSurrender, sale or replacement. Which method of disposing of unneeded insurance policies is best for your clients?
June 24, 2011
House Passes Tax Strategy Patent BanH.R. 1249, a bill that includes a provision banning tax strategy patents, has passed 304-117 in the House.