Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Three ways to save money on LTCI
By Staff WriterWhat can your clients do to cut LTCI costs?
November 16, 2009
AALU Asks Members To Campaign For ReunificationThe House could move sometime this week to take up legislation extending the 2009 estate tax level to 2010.
November 09, 2009
NAIC Panel Proposes Tax ChangesThe Financial Condition Committee at the National Association of Insurance Commissioners is seeking comments on a proposal that could change the way insurers handle deferred tax assets.
November 09, 2009
NAIC Panel Proposes Tax ChangesThe Financial Condition Committee at the National Association of Insurance Commissioners is seeking comments on a proposal that could change the way insurers handle deferred tax assets.
November 06, 2009
Healthcare bill not swaying general publicThe findings, which reflect the delicate situation before Congress, also indicate that Americans are still open to healthcare reform.
November 02, 2009
Estate Tax Extension Seen By Year-End, But Not Permanent FixAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.
November 01, 2009
Estate Tax Extension Seen By Year-End, But Not Permanent FixAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.
November 01, 2009
Showing Problem Clients The Door"Mr. Jones, I regret to have to tell you this, but...we have to go our separate ways. That's right. After reevaluating our relationship, I've decided that we're not cut out for each other.