Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Moving From Financial Salesperson
By Larry KleinProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 01, 2005
Looking BackAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
October 01, 2005
Tax Resources on the InternetFor many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings...
September 28, 2005
Broker, Beware The Definition Of Disability TrapSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...
September 28, 2005
Broker Beware Of The Definition Of Disability TrapGo page xx with xx banner. File # LEBdisabilitycontractAB.xml Lines: 131 (including bio box) Author photo: roberts.jpg Graphic info: at bottom of this fileSometimes ...
September 28, 2005
Why Not Offer Stop-Loss Insurance For Benefit Plans?Here's an idea for benefits brokers.Offer employers self-insurance programs and stop-loss coverage for prescription drug plans, dental and vision benefits.Many employers already know about ...
September 28, 2005
Keeping American Employees MovingSoaring gas prices are straining family budgets and prompting many workers in the United States to reconsider how they conduct their daily commute, which ...