Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Why Adopt Global Standards, Anyway?
By D.J. GannonOver the last decade, the world's accounting standard-setters have been working on "converging" local and global accounting standards. Central to these efforts has been the...
October 29, 2009
Help For Roth IRA ConversionsA large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.
October 29, 2009
Help For Roth IRA ConversionsA large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.
October 28, 2009
AALU: 2009 Estate Tax Levels May ContinueAssociation for Advanced Life Underwriting officials believe Congress will extend the 2009 estate tax levels to next year before it recesses, but won't deal with permanent reform until next year.
October 28, 2009
As 2010 nears, clients eye Roth conversionsMany clients and advisors are already looking ahead to 2010 when two tax law changes will occur concerning traditional-to-Roth conversions. Here are some considerations they will need to keep in mind.
October 28, 2009
AALU: 2009 Estate Tax Levels May ContinueAssociation for Advanced Life Underwriting officials believe Congress will extend the 2009 estate tax levels to next year before it recesses, but won't deal with permanent reform until next year.
October 28, 2009
As 2010 nears, clients eye Roth conversionsMany clients and advisors are already looking ahead to 2010 when two tax law changes will occur concerning traditional-to-Roth conversions. Here are some considerations they will need to keep in mind.
October 26, 2009
Advisor Spotlight: Including the next generationPhilip D. McMullin, RIA, financial and insurance advisor McMullin, Stone & Associates, Fayetteville, Ga.