Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Perqs Lead to Penalties
By Kara P. StapletonAbout 600 charities and foundations have had to file amended tax forms due to an IRS study that found flaws in the way the organizations...
April 01, 2007
London CallingPitting an enervated Brit against a brash, self-confident Yank is a frequent theme in post-World War II, post-Empire British literature, appearing in spy thrillers by...
March 31, 2007
Grow by creating a personal MPDSo we keep hearing the buzzword about "boutique" practices that offer advice across multiple areas or disciplines, such as financial planning, estate planning and tax planning. I commonly refer to this type of practice as a "multi-disciplinary
March 25, 2007
NQDC Provisions Before Congress Remain UncertainThe fate of provisions severely curtailing the use of non-qualified deferred compensation packages is likely to remain up in the air for a while, insurance ...
March 25, 2007
NQDC Provisions Before Congress Remain UncertainThe fate of provisions severely curtailing the use of non-qualified deferred compensation packages is likely to remain up in the air for a while, insurance ...
March 23, 2007
Senate Blesses Concept Of Estate Tax CutsThe Senate this week chose to take a moderate approach to reducing estate taxes.Members of the Senate voted 97-1 Wednesday to approve a measure that ...
March 23, 2007
Senate Blesses Concept Of Estate Tax CutsThe Senate this week chose to take a moderate approach to reducing estate taxes.Members of the Senate voted 97-1 Wednesday to approve a measure that ...
March 04, 2007
How To Determine When The Roth Vehicle Is BestThere are several considerations when determining whether a Roth IRA, 401(k) or 403(b) is better than a traditional retirement vehicle, such as the traditional IRA.The ...