Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax savings in Obama's latest recovery bill: the short explanation (sort of)
By Staff WriterThomson Reuters sums up new tax-saving opportunities from the American Recovery and Reinvestment act of 2009 that financial advisors would be wise to share with...
February 16, 2009
The H.R. 1 NOL ProvisionHere is what the authors of the statement that explains the H.R. 1 conference report say about how the final version of the bill handles net operating losses:
February 12, 2009
New president, same as the old presidentPaulson got whacked for his cluelessness; Geithner isn't any better. The shiny veneer has dropped from the much-ballyhooed Obama pick, and what we see isn't...
February 02, 2009
Points To Make During The LTC Planning ConversationIn recent months, we have witnessed the government throwing a life preserver to drowning businesses through a $700 billion economic bailout package.
February 01, 2009
The opportunity of a lifetime (part 1)Previously, I've identified challenges your customers will face in the future. I promised to provide strategies to overcome and take advantage of those challenges. Insurance and financial professionals have knowledge and products that can
February 01, 2009
Points To Make During The LTC Planning ConversationIn recent months, we have witnessed the government throwing a life preserver to drowning businesses through a $700 billion economic bailout package.
February 01, 2009
The Tax-Form GatewayFinancial planners generally do not prepare tax returns as part of their engagements. But that doesn't mean they can't make use of them. In fact,...
January 31, 2009
The opportunity of a lifetime (part 1)Previously, I've identified challenges your customers will face in the future. I promised to provide strategies to overcome and take advantage of those challenges. Insurance and financial professionals have knowledge and products that can