Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Defining Behavioral Finance Terms
By Staff WriterAnchoring. The tendency of investors to become attached to a specific price as the fair value of a holding. Attachment bias. Holding onto an investment for...
June 17, 2005
White House Postpones Ta ReformPresident Bush says he will wait at least 2 months to start revising the tax code.[@@]The president has talked about making the tax code ...
June 14, 2005
Keep It Simple Summary GraphicForm Of Organization Potential Solution Evaluation C Corporation Owners Split Dollar Less advantageous than before; tax leverage decreased Executive Bonus Probably ...
June 14, 2005
Closer To Breaking The Deadlock?Senators of both parties are talking, but it may be mainly talkWashingtonEfforts are under way in the Senate to break the deadlock over repeal ...
June 14, 2005
Using Restricted Eec Bonus ArrangementsRunning a successful business in today's world is not an easy task--it takes the commitment of a talented team of knowledgeable executives. Their expertise ...
June 14, 2005
MetLife AudetFinancial Planning Approach to Selling Executive BenefitsBy Bernard AudetMany producers who work in executive benefits focus exclusively on the market. But a comprehensive approach ...