Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Divorce and Taxes: Alimony & Pensions
By Staff WriterThe courts and the IRS have been very active recently in the divorce arena. Developments in nonalimony designations, dependency waivers, interest, retirement plans, IRAs, stock...
January 19, 2005
Enliven your career by telling storiesIf we want to teach concepts that to clients are foreign and complicated, the most effective way to do so is to use stories, says Scott Farnsworth.
January 01, 2005
Do VAs Ever Make Sense?As this new quarterly column makes clear, the answer is both yes and no. You'll have to do the math to find the right solution...
January 01, 2005
Exchange OpportunitiesAdvisors looking for tax-deferral opportunities for clients might want to consider 1031 exchanges. A 1031 like-kind exchange occurs when a taxpayer sells business property and...
December 29, 2004
Planning Techniques For The Other TaxPlanning Techniques For The Other TaxByDue to uncertainty arising from the one-year federal estate tax phase-out in 2010, some clients are reluctant to implement an ...
December 06, 2004
Vasquez Rises At GenworthNU Online News Service, Dec. 6, 2004, 5:57 p.m. ESTA Richmond, Va., insurer has promoted a distribution executive.[@@]Enrique Vasquez will be president of the ...
December 01, 2004
Before the Year Runs Out . . .With only a month left in this tax year, there are a few things advisors should know when it comes to tax planning. Dealing with...
December 01, 2004
Getting RealUnreasonable Expectation #1: We're in this for a sale Truth: PR Is Education, Not Selling Often when I tell people what I do for a living,...