Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Disability Kit Offered
By staff WriterAssurant Employee Benefits has developed materials that can help inform employers about tax-advantaged long-term and short-term disability insurance plans.
September 21, 2009
New NAFPA Chair to Focus on Education, CoalitionBill Baldwin was early proponent of group's large firms initiative
September 14, 2009
True or False: Obama's Charitable Deduction Proposal is Bad for Wealthy InvestorsThe Obama Administration's proposed cap on charitable deductions for the highest earners among us hasn't been front-and-center for several months, but it will grab headlines again.
September 07, 2009
Congress Faces Full Plate Of Financial IssuesObscured by the intense debate over the shape of healthcare reform legislation, congressmen returning to work Sept. 8 must also deal promptly with the future of the estate tax
September 07, 2009
The 3 Estate Tax Bills On The TableThere are currently three main bills in Congress dealing with estate tax reform
September 06, 2009
Congress Faces Full Plate Of Financial IssuesObscured by the intense debate over the shape of healthcare reform legislation, congressmen returning to work Sept. 8 must also deal promptly with the future of the estate tax
September 06, 2009
The 3 Estate Tax Bills On The TableThere are currently three main bills in Congress dealing with estate tax reform
September 01, 2009
A Proven Way to Increase CommissionsLast week I had an epiphany. My moment of clarity came on I-95 as I was driving from Connecticut to Baltimore to pick my son...