Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NFP Execs: Tax Relief Act a Headache
By Rory BanimThe Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 may have hurt demand for the kinds of life insurance policies used in estate planning.
August 04, 2011
PIMCO's El-Erian: World Debt Drama Just BeginningPIMCO's Mohamed El-Erian says conflicts over how to deal with high levels of debt and political histrionics over the best ways to do so will be around for a long, long time.
August 03, 2011
The miracle of tax-deferred compound interestHelp your clients understand the amazing benefit of tax deferral.
August 03, 2011
Debt Bill Plan: Sweeping Tax Reform AheadCongress has just months under the new debt ceiling law to come up with further deficit reductions. A new report suggests legislators will achieve their goals through sweeping tax reform, since the parties are far apart on the question of spending restraint versus tax hikes.
August 02, 2011
The miracle of tax-deferred compound interestHelp your clients understand the amazing benefit of tax deferral.
August 01, 2011
The miracle of compound interestThe next 15 months will be among the most interesting and challenging in the history of our country. During the election campaigns, we will be debating Social Security, Medicare,
August 01, 2011
Debt Ceiling Deal Reached; Senate, House to Vote on MondayThe proposed deal would raise the debt ceiling now and through 2012, cut domestic and military spending over next 10 years.
July 31, 2011
The miracle of compound interestThe next 15 months will be among the most interesting and challenging in the history of our country. During the election campaigns, we will be debating Social Security, Medicare,