Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Experts Advise Senate Committee To Look At Estate Tax
By Matt BradyCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...
May 18, 2008
AIG Losses Foretell More Industry Problems, One Analyst PredictsAmerican International Group's record net income loss may be only the tip of the iceberg for an insurance industry that could still suffer significant net ...
May 18, 2008
AIG Losses Foretell More Industry Problems, One Analyst PredictsAmerican International Group's record net income loss may be only the tip of the iceberg for an insurance industry that could still suffer significant net ...
May 13, 2008
Witness: Congress Will Avoid Estate Tax HolidayCongress will need to address the estate tax as it seeks to simplify the tax code as a whole, experts told the Senate Finance committee ...
May 11, 2008
Wealth Transfer Planning Helps Minimize Taxes And Maximize GiftsFor individuals looking to minimize their taxes and maximize their gifts to their heirs or loved ones, lifetime wealth transfer planning may be the answer. ...
May 11, 2008
AALU Speaker: 2009-10 Will Be 'Mother Of All Tax Writing Periods'Congress could decide next year to extend the estate tax provision levels now scheduled for 2009 into 2010 while it continues to fashion a permanent ...
May 11, 2008
Wealth Transfer Planning Helps Minimize Taxes And Maximize GiftsFor individuals looking to minimize their taxes and maximize their gifts to their heirs or loved ones, lifetime wealth transfer planning may be the answer. ...
May 11, 2008
AALU Speaker: 2009-10 Will Be 'Mother Of All Tax Writing Periods'Congress could decide next year to extend the estate tax provision levels now scheduled for 2009 into 2010 while it continues to fashion a permanent ...