Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Leveraging The Multiple Tax Advantaged Trust
By Donald G. SchreiberIn 2001, the U.S. Congress passed the Economic Growth Tax Reconciliation and Recovery Act, which contained provisions to eliminate the federal estate tax code and ...
October 07, 2007
VA Suitability Rule 2821: What To Do NowAfter 3 years of debate, the Financial Industry Regulatory Authority's new variable annuity suitability rule is now a reality. This immediately raises the question, what ...
October 01, 2007
Green Tax BenefitsThere are several bills in Congress in various stages of debate. A few environmentally aware highlights that may affect your clients' plans include: Smaller...
October 01, 2007
Love Those Taxes!Just a year ago in an Investment Advisor cover story and follow-up (October 2006, "Eureka," and November 2006 Wealth Advisor column, "Digging Deeper"), we described...
October 01, 2007
"In the Know": Carried Interest and Municipal BondsWhen this article was being written, the debate continued in Washington regarding the tax rate on carried interest. Today, it is taxed at the capital...
September 30, 2007
Five Secrets to Marketing to CPAs and LawyersMost financial advisors have experienced a CPA or lawyer acting as a "deal killer," one who tells the client not to implement the financial advisor's ...
September 30, 2007
Five Secrets to Marketing to CPAs and LawyersMost financial advisors have experienced a CPA or lawyer acting as a "deal killer," one who tells the client not to implement the financial advisor's ...
September 11, 2007
Old Mutual Restricts Use Of Professional TitlesOld Mutual Financial Network has responded to the recent controversy about professional designations by limiting the designations independent producers can use when selling Old Mutual ...