Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Now or Then?
By Mike PattonWhen the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
December 01, 2008
Merrill Moves to Retain FAsMerrill Lynch is poised to merge with Bank of America in a $50 billion stock transaction and has rolled out a retaining-bonus plan in the...
December 01, 2008
Military AdviceThe Heroes Earnings Assistance and Relief Tax Act of 2008 implements numerous changes to the federal tax code that benefit military personnel and their families....
November 30, 2008
Key Tips for advisors during a turbulent market1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
November 30, 2008
No Shortage Of Theories On Taking RMDsThere are all kinds of theories associated with taking required minimum distributions, as the different approaches used by financial advisors show.Retirement savings products create a ...
November 30, 2008
No Shortage Of Theories On Taking RMDsThere are all kinds of theories associated with taking required minimum distributions, as the different approaches used by financial advisors show.Retirement savings products create a ...
November 16, 2008
Cultivating Professional Relationships Called Key To Successful PracticeHow do you cultivate profitable and long-term relationships with attorneys and CPAs? What misperceptions do these practitioners have about insurance and financial advisors? Why aren't ...
November 16, 2008
AALU's Outlook For The New CongressAn optional federal charter for life insurers appears to be "inevitable" in the next Congress, according to officials of life insurance trade groups, but they ...