Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Study: Pension Reform Proposal Harder On Stronger Plans
By Staff WriterA Bush administration proposal for shoring up the U.S. defined benefit pension system could end up punishing well-run plans.[@@]Researchers at Watson Wyatt Worldwide, Washington, ...
April 20, 2005
Capitalizing On The Affluent OpportunityHow would you like to be branded as the financial professional of choice in your community? Only an elite few currently are functioning in ...
April 20, 2005
Does Income Ta Planning Now Trump Estate Ta Avoidance?For decades, estate planning has been dominated by a desire to avoid a confiscatory federal estate tax. In 1976, the amount a decedent could ...
April 13, 2005
House Approves Estate Tax Repeal (Updated)Members of the U.S. House voted 272-162 Wednesday, largely along party lines, to make repeal of the federal estate tax permanent.[@@]All of the 230 ...
April 06, 2005
Elderly With VAs Face Many DecisionsElderly With VAs Face Many DecisionsRegulatorsincluding the National Association of Securities Dealers, the Securities and Exchange Commission, and several state insurance departmentshave been raising questions ...
April 06, 2005
House Kills Estate TaxVote seen as largely symbolic since Senate remains iffyBy Arthur D. PostalWashingtonIn a move seen as "largely symbolic," the House last week voted largely along ...