Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Certainty May Have To Wait
By Arthur D. PostalDespite strong support in the Senate for legislation that would make permanent the 2009 estate tax level, and reunify the estate and gift taxes, the AALU lobbyists are now cautioning that a permanent resolution to the issue may not come until next year.
April 02, 2009
Whither Estate Tax Legislation?"What will happen with the estate tax proposals currently before Congress?"
April 02, 2009
Whither Estate Tax Legislation?"What will happen with the estate tax proposals currently before Congress?"
April 01, 2009
The Trends Issue: Use the 5 best marketing trends to get ahead in 2009In an ever-increasingly competitive marketplace, the need to stand out from your competition is g...
April 01, 2009
Danger & Opportunity: What You Need to Know, NowAs Washington becomes the nerve center of financial services, advisors will be forced to keep pace with the numerous laws, potential laws, Congressional hearings, and...
March 31, 2009
Conseco Obtains FinancingA Midwestern insurer has posted a large loss for the fourth quarter of 2008 but obtained relief from its lenders.
March 31, 2009
The Trends Issue: Use the 5 best marketing trends to get ahead in 2009In an ever-increasingly competitive marketplace, the need to stand out from your competition is g...
March 30, 2009
Ferguson, Donaldson Join Tax PanelPresident Obama has named two men with strong ties to the insurance industry -- Roger Ferguson Jr. and William Donaldson -- to a new Tax Force on Tax Reform.