Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Getting Over It
By Staff WriterThe problem that I believe requires the most immediate and thorough response is the growing reach of the individual Alternative Minimum Tax. This problem is...
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
September 29, 2004
IRS Updates Pension Plan Tax FormNU Online News Service, Sept. 29, 2004, 4:33 p.m. EDTThe Internal Revenue Service is updating the defined benefit pension plan tax form to help ...
September 02, 2004
When Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForWhen Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForJudith A. HasenauerWe are not sure who first made the statement that getting old ...
September 01, 2004
An Advisor's Best Friend?Clients may not be fond of filing taxes, but advisors can limn clients' financial lives using the 1040 form Every spring, advisors help their clients...
September 01, 2004
Pay Now, or LaterThe traditional aim of tax planning is to do everything legally possible to reduce current taxes. One common approach is to defer realizing capital gains...
August 01, 2004
Community AffairNobody likes paying taxes. But investing in an affordable housing tax credit program allows investors to take some of the pain out of this lifelong...
August 01, 2004
TAX ADVISOR- Look Beyond the Election YearIn a presidential election year, the chief executive and members of Congress typically are too preoccupied with campaigning to bother much with tax changes. But...