Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Seven Steps
By Staff WriterIn forging a strong interdisciplinary advisory team there are a number of issues to face, including: Sharing Client Information: This is a big issue from one...
March 24, 2008
Top story: Getting a handle on variable annuity sales best practices"Every client who comes into my office gets a financial plan, be it fee-based or non-fee based," says Lori Rogers.
March 23, 2008
Top story: Getting a handle on variable annuity sales best practices"Every client who comes into my office gets a financial plan, be it fee-based or non-fee based," says Lori Rogers.
March 19, 2008
Quiz question: Tax treatmentWhat is the tax treatment on guaranteed lifetime withdrawals or other partial withdrawals and loans made against a variable annuity?
March 18, 2008
Quiz question: Tax treatmentWhat is the tax treatment on guaranteed lifetime withdrawals or other partial withdrawals and loans made against a variable annuity?
March 16, 2008
Senate Estate Tax Consensus EmergingA consensus appears to be emerging in the Senate to reform rather than repeal the estate tax going forward--and to act before 2010, when the ...
March 16, 2008
Senate Estate Tax Consensus EmergingA consensus appears to be emerging in the Senate to reform rather than repeal the estate tax going forward--and to act before 2010, when the ...
March 13, 2008
Senate Chooses Middle Road On Estate TaxesMembers of the Senate today indicated that they want to reduce estate taxes without eliminating estate taxes.Senators delivered that message through votes on a series ...