Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Underwriter Group Lauds Estate Tax Bill
By Arthur D. PostalBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is encouraging, officials of the Association for Advanced Life ...
July 20, 2008
Roth 401(k) Plans Take Off in Wake of PPAFor boomers who have been looking to combine the tax treatment of a Roth IRA with the corporate matching dollars they get when contributing to ...
July 15, 2008
Groups Fight Foreign Premium Excise TaxInsurance industry representatives will meet with a Treasury tax official Tuesday in an effort to block enforcement of an excise tax provision.The industry reps will ...
July 15, 2008
Groups Fight Foreign Premium Excise TaxInsurance industry representatives will meet with a Treasury tax official Tuesday in an effort to block enforcement of an excise tax provision.The industry reps will ...
July 07, 2008
Fulfilling the SMA PromiseBased on recent media coverage and conversations with financial advisors around the country regarding separately managed accounts (SMAs), it's clear that the SMA players have done an excellent job mar
July 06, 2008
Escaping The IRA Tax Monster$16.6 Trillion. According to the Investment Company Institute in Washington, that's how much money Americans have stashed in qualified retirement plans as of the end ...
July 06, 2008
Escaping The IRA Tax Monster$16.6 Trillion. According to the Investment Company Institute in Washington, that's how much money Americans have stashed in qualified retirement plans as of the end ...
July 01, 2008
Beyond referralsReferrals. They're the lifeblood of many a financial services practice. Without them, books of business fail to grow, practices stagnate, incomes fall and careers fade. But even with referrals advisors can find themselves working too hard,