Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Solving the 419 Plan Puzzle
By Staff WriterDon't you suspect that if you could afford the best accountants, you, too, would be privy to the tax-saving secrets reserved for the business elite?...
March 01, 2006
Tax EvasivenessIt's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...
February 01, 2006
Advisor Groups Warn About Tax Reform, Praise Bush Health IdeasOrganizations that represent insurance agents and other financial professionals say they are happy with what President Bush left out of his State of the Union ...
February 01, 2006
Advisor Groups Warn About Tax Reform, Praise Bush Health IdeasOrganizations that represent insurance agents and other financial professionals say they are happy with what President Bush left out of his State of the Union ...
February 01, 2006
Getting ReadyWhile every year has its changes in terms of new and changed tax laws, the 2006 filing season presents a special challenge to the practitioner...
February 01, 2006
Reform Is in the AirOfficials in Washington expect Congress to pass legislation early this year that would shore up the nation's ailing pension system and provide tax breaks to...
January 01, 2006
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
January 01, 2006
The Case for Loss HarvestingThe presence of taxes should affect the way an investment portfolio is managed, but most portfolio managers are not sensitive to tax issues. Indeed, investment...