Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Six IRA conversion mistakes
By Staff WriterDon't let your clients make these simple mistakes.
January 03, 2010
Just One WordIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a one-word description of anything seems like the next logical step.
January 01, 2010
Estate Tax ExtendedThe House of Representatives passed on December 3 by a vote of 225-200 an estate tax bill, H.R. 4154, the Permanent Estate Tax Relief for...
January 01, 2010
Congress Reaches Year-End GoalCongress made a mad dash at year-end 2009 to achieve two of its top goals: passing healthcare and financial services reform legislation. As we enter...
January 01, 2010
The Tumultuous 19th CenturyOn September 12, 1857, Commander William Lewis Herndon, in full uniform and with head bowed, stood by the wheel of the SS Central America as...
January 01, 2010
Succeeding at Art SuccessionNot long ago, insurance agent Pamela Averick asked an art collector she knows whether he'd made any long-term provisions for his collection of 100 contemporary...
December 30, 2009
CBO Revises Tort Reform SavingsA new study by the Congressional Budget Office almost doubles its estimate--from 6% to 10%--of the reduction in costs of medical liability insurance through a proposed package of tort reforms.
December 29, 2009
Experts See Snags If Estate Tax LapsesThe lapse of the estate tax as of Jan. 1, 2010 raises the potential for endless litigation that could ultimately wind up in the U.S. Supreme Court, a trust and estates tax lawyer warns.