Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Financial, Tax, Estate And LTC Planning Need To Be Integrated
By Vivian P. GalloOver the past 30 years, medical and pharmaceutical advancements have increased boomers' longevity by decades--far beyond that of their parents. In addition, many boomers married ...
September 01, 2008
Under-Cookin' the BooksLike many advisors, one of my clients kept his financial records in what I call "the glorified checkbook" system: he wrote down the money that...
August 29, 2008
SEC Floats Global Accounting StandardThe Securities and Exchange Commission voted August 27 to publish for public comment a proposed Roadmap that could lead to the use of International Financial Reporting Standards (IFRS) by U.S. public companies beginning in 2014.
August 22, 2008
DOL Proposes 401(k) Advice RulesThe U.S. Department of Labor (DOL) announced August 20 two proposed rules under the Pension Protection Act (PPA) designed to make investment advice more accessible...
August 19, 2008
Advisors neglect tax managementAccording to an SEI Advisor Quick Poll, 95 percent of financial advisors aren't doing right by their clients regarding tax management, despite 97 percent saying...
August 18, 2008
Court Rules Against IRS's Tax Position on Insurance Company DemutualizationA recent federal court decision ruled against the IRS's stance that policyholders who receive stock in a mutual-to-stock conversion of an insurance company--known as a demutualization--must pay taxes on the proceeds when the stock is sold.
August 17, 2008
Listen Up: Why Hearing Benefits MatterMany companies include dental and vision benefits in their employee benefits packages but underestimate the value of hearing benefits. A few insurance providers are leading ...
August 17, 2008
Listen Up: Why Hearing Benefits MatterMany companies include dental and vision benefits in their employee benefits packages but underestimate the value of hearing benefits. A few insurance providers are leading ...