Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Market Volatility Remains High
By James J. GreenThe Dow Jones industrials posted a gain of 401.03 points in the week ending October 17, 2008, or a rise of 4.75%, to close at 8,852.22, the biggest one week improvement since March 2003.
October 17, 2008
IRS Updates Minimums And MaximumsThe Internal Revenue Service has applied 2009 tax year inflation adjustments to dollar limitations for long term care insurance tax breaks and other items.The adjustments ...
October 17, 2008
IRS Updates Minimums And MaximumsThe Internal Revenue Service has applied 2009 tax year inflation adjustments to dollar limitations for long term care insurance tax breaks and other items.The adjustments ...
October 14, 2008
How the election will affect 401(k)sThis election may prove to be the 401(k) election, says Americans for Tax Reform (ATR) president Grover Norquist. ATR, in partnership with Rutledge Capital, has...
October 05, 2008
Putting Required Minimum Distributions On The Advisor's ChecklistFinancial advisors say is extremely important to add the following item to their client checklists for the Fall season: "Make sure clients take their required ...
October 05, 2008
Putting Required Minimum Distributions On The Advisor's ChecklistFinancial advisors say is extremely important to add the following item to their client checklists for the Fall season: "Make sure clients take their required ...
October 02, 2008
Stay the course? You're kiddingI often lose myself in the freak show that the bailout blame game has become. The chutzpah of Chris Dodd and Barney Frank knows no...
October 02, 2008
Reid Remark Adds To TurbulenceAn insurance trade group official says the major U.S. insurers can weather the current financial turmoil, and Senate Majority Leader Harry Reid has backed off ...