Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Long term care guides available
By Staff WriterThe American Association for Long-Term Care Insurance announced their publication of two new guides explaining 2010 tax deductibility rules and limitations.
January 06, 2010
Roth Conversion: Fidelity Shares a ToolDeveloped by SunGard, the online Roth IRA conversion calculator can be used by broker/dealer clients of National Financial.
January 04, 2010
Just One WordIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a ...
January 04, 2010
Just One WordIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a ...
January 03, 2010
Just One WordIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a one-word description of anything seems like the next logical step.
January 01, 2010
Estate Tax ExtendedThe House of Representatives passed on December 3 by a vote of 225-200 an estate tax bill, H.R. 4154, the Permanent Estate Tax Relief for...