Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Income planners take note: Madoff a cautionary tale
By Jim ConnollyThe Bernard Madoff debacle offers a cautionary tales for financial advisors who are trying to ensure steady retirement income for clients: maintian divisificaiton of assets and apply due diligence.
January 21, 2009
Conseco Board Acts To Protect Tax AssetsConseco Inc. says its directors have adopted a measure that would keep large, hostile shareholders from reducing the value of the company's "net operating loss carryforwards."
January 19, 2009
Hold The ChampagneConfirmation by the incoming Obama administration last week that it will support maintaining the estate tax going forward at the same level it is scheduled to be for this year, is good news for the life insurance industry.
January 19, 2009
GAO Cites Insurers In Tax Shelter ReportFederal agency fingers companies shielding assets from taxation.
January 18, 2009
GAO Cites Insurers In Tax Shelter ReportFederal agency fingers companies shielding assets from taxation.
January 18, 2009
Hold The ChampagneConfirmation by the incoming Obama administration last week that it will support maintaining the estate tax going forward at the same level it is scheduled to be for this year, is good news for the life insurance industry.
January 18, 2009
Forgive And RememberThe harshness of recent political discourse should make it clear that a bit more civility needs to be injected into our political and legislative processes.
January 16, 2009
For an extra edge, troll the tax codeWith so many clients losing so much in portfolio value in 2008, wouldn't it be a nice to be able to surprise them with an...