Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Bill Raises Roth Conversion Limit But Leaves Out IOLI Penalty
By Arthur D. PostalThe final version of major federal tax-cut legislation appears to be a mixed bag for the life insurance industry.The members of the House-Senate conference committee ...
May 02, 2006
Estate Tax Battle Heats UpTime is running out for efforts to abolish the estate tax.Sen. John Kyl, R-Ariz., a key advocate for repeal, delivered that message here today at ...
May 02, 2006
Estate Tax Battle Heats UpTime is running out for efforts to abolish the estate tax.Sen. John Kyl, R-Ariz., a key advocate for repeal, delivered that message here today at ...
May 01, 2006
Quite a GiftLenox Advisors is a multi-office family office based in New York whose advisors act as "personal CFOs" to a roster of high-net-worth clients, 60% to...
May 01, 2006
SOX and YouAre you up to speed on Sarbanes-Oxley? That's the law Congress put in place after Wall Street was rocked by the corporate scandals at Enron...
April 23, 2006
Industry Issues Piled High On Congress's PlateBesides the tax reconciliation bill that has stymied it since last winter, Congress will be dealing with a number of other issues, including pocketbook ones, ...
April 23, 2006
Listen To The Sound Of Boomer Money Rolling OverThe sound of $400 billion to $500 billion of rollover money, much of it baby boomer funds, cascading into rollover accounts every year by 2010 ...
April 23, 2006
Industry Issues Piled High On Congress's PlateBesides the tax reconciliation bill that has stymied it since last winter, Congress will be dealing with a number of other issues, including pocketbook ones, ...