Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Planning in 2010
By Kate McBrideAmong the tasks that fall to survivors and executors of any estate, but certainly one in which there are substantial assets, is to gather the records of assets and accounts, values and costs. This may never have been more challenging than it is now.
March 01, 2010
Soapbox: What Comes First: Nation or Client?One key element of financial planning is to identify legal means to reduce clients' payments for state and local income taxes, estate and inheritance taxes,...
February 26, 2010
Earnings: AIG, Conseco, American Equity, Pan-AmericanAmerican International Group Inc. (NYSE:AIG) has reported a large loss for the fourth quarter of 2009, but the domestic life and retirement business took in more deposits and is reporting a pre-tax profit.
February 23, 2010
Three critical tax steps for disabled clientsHow can you help keep more money in their pockets?
February 23, 2010
Three critical tax steps for disabled clientsHow can you help keep more money in their pockets?
February 16, 2010
Could the Roth Conversion Be an Estate Planning Opportunity?2010 provides wealthy clients with a chance to implement planning that until now had been unavailable to high-income earners: a Roth IRA conversion.
February 14, 2010
Don't Hold Your Breath That Congress Will Act On BudgetThe budget submitted by President Obama has many positives and some negatives for the life insurance industry.
February 04, 2010
Conseco Refinances DebenturesConseco Inc. (NYSE:CNO) has bought back $64 million of its old 3.50% convertible debentures through a privately negotiated transaction, the company says.