Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Together but Separate
By Staff WriterIn its most unromantic sense, a legal marriage is the creation of an economic unit, and there are over 1,100 federal rights and responsibilities that...
March 23, 2005
Simplify The VUL SaleHelp a prospect grasp certain connections and stimulate motivation to buyBy Thomas BorchertSelling variable universal life doesnt need to be complex and confusing. Clients understand ...
March 22, 2005
Santorum Defends Tax Breaks For FraternalsA member of Congress is trying to rally support on Capitol Hill for fraternal benefit societies.[@@]Sen. Rick Santorum, R-Pa., delivered a statement on the ...
March 07, 2005
Spectrem: Rich Are Poor in Tax SavvyCHICAGO (HedgeWorld.com)--A Spectrem Group released report on the tax planning of affluent investors reveals that many households with US$500,000 or more in investable assets are missing out on significant tax-avoidance opportunities. The report found, for example, that 68% of affluent investors have little or no knowledge of section 529 education...
March 01, 2005
Marsh May Cut Jobs, Will Cut DividendThe cost of handling compensation investigations and other regulatory matters hit earnings hard during the fourth quarter of 2004 at a big New York ...
March 01, 2005
Divorce and Taxes: IRAs and OptionsThe courts and the IRS have been very active recently in the divorce arena. Developments in the areas of nonalimony designations, dependency waivers, interest, retirement...
February 25, 2005
Tax Regulators Complete Gift Tax RegulationNU Online News Service, Feb. 25, 2005, 4:15 p.m. ESTThe Internal Revenue Service today published the final version of a rule that affects gift ...
February 23, 2005
Something New To Talk About In Group DISomething New To Talk About In Group DIByBeing able to bring your clients new ideas in disability, let alone new ideas about adding value to ...