Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Speaker: Estate Tax Uncertainty May Linger
By Arthur D. PostalMembers of Congress may extend the 2009 estate tax provisions into 2010 while they develop a permanent estate tax structure.Kenneth Kies, a tax policy specialist, ...
May 01, 2008
Death and Taxes Respect No BordersThe long-time clients--a Boston-area couple in their early sixties--plan to retire soon from their respective Fortune 100 executive positions and spend most of their time...
May 01, 2008
Changes in Charitable ComplianceWarning! Warning! Do not drive or operate any machinery or heavy equipment while reading this article. The reading of this article may cause sudden dizziness...
May 01, 2008
Watch ListOver the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...
April 16, 2008
How aware are you of the tax consequences of your investment choices?I?? 1/2 m a school principal and my husband is a salesman. We have three kids in college, so when they started needing help, we basically had to drain his 401(k) to help cover tuition. I always knew there were penalties for withdrawing money before age
April 13, 2008
It's Time For An Executive Benefits Tune-UpIf you work with business owners or executives, in 2008 you have both an opportunity and an obligation to offer value in the area of ...
April 06, 2008
Why PPA's LTC Provisions Are Turning HeadsWithout doubt, the passage of the Pension Protection Act of 2006, which extends the Health Insurance Portability and Accountability Act's favorable treatment of combination life ...
April 06, 2008
Why PPA's LTC Provisions Are Turning HeadsWithout doubt, the passage of the Pension Protection Act of 2006, which extends the Health Insurance Portability and Accountability Act's favorable treatment of combination life ...