Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Give and Take
By Olivia MellanGiving to others usually suggests that donors feel they have enough for their own needs. But as bonuses, raises, and jobs themselves have disappeared and...
October 01, 2009
B/D Briefing: Conversion TimeOne of the pleasures of being President is that your influence on Americans doesn't end with your term(s). That's certainly the case with George W....
September 29, 2009
Plans for IRA donations unclearA reader from Westminster, Colo. asks the following important questions of Tom Herman in the Wall Street Journal. Is there any chance that Congress will allow...
September 24, 2009
Disability Kit OfferedAssurant Employee Benefits has developed materials that can help inform employers about tax-advantaged long-term and short-term disability insurance plans.
September 22, 2009
Towns Likes BenmoscheThe leader of a key congressional committee has suggested that American International Group Inc. might be heading in the right direction.
September 21, 2009
Editor's Choice for September 21, 2009: Market-Moving News for This WeekWhat's Happening This Week
September 21, 2009
New NAFPA Chair to Focus on Education, CoalitionBill Baldwin was early proponent of group's large firms initiative
September 14, 2009
True or False: Obama's Charitable Deduction Proposal is Bad for Wealthy InvestorsThe Obama Administration's proposed cap on charitable deductions for the highest earners among us hasn't been front-and-center for several months, but it will grab headlines again.