Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Three critical tax steps for disabled clients
By Staff WriterHow can you help keep more money in their pockets?
February 14, 2010
Don't Hold Your Breath That Congress Will Act On BudgetThe budget submitted by President Obama has many positives and some negatives for the life insurance industry.
February 04, 2010
Conseco Refinances DebenturesConseco Inc. (NYSE:CNO) has bought back $64 million of its old 3.50% convertible debentures through a privately negotiated transaction, the company says.
February 01, 2010
Editor's Choice for the Week of February 1, 2010: Market Moving News for This WeekWhat's happening this week.
January 31, 2010
Suitability traps: Don't kick the can (part 3)As we've discussed over the prior two columns, "kicking the can" refers to engaging in bad habits that could end up hurting you,
January 21, 2010
RothCalc2010 Aids Advisors in Roth IRA ConversionsiPhone app can help drive clients to consider the option
January 20, 2010
Estate tax remains in limboFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.
January 20, 2010
Estate tax remains in limboFor the first time since 1915, the United States has no estate tax. And a lot of planners and their clients are left to deal with the uncertainty this situation has created.