Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Businesses Can Get Theirs
By Staff WriterIn the February 2007 Tax Advisor column in Investment Advisor from Tax Talk Today's Les Witmer, the process was described for how individuals can file...
February 01, 2007
It's That Time AgainWith filing season upon us, the Tax Talk Today Webcast series has dedicated its recent programs to those issues near and dear to the heart...
January 29, 2007
IRS Updates Life And Annuity RulesThe Internal Revenue Service is changing its procedures for dealing with life insurance contracts, annuity contracts, and variable life and annuity contracts that accidentally fail ...
January 29, 2007
IRS Updates Life And Annuity RulesThe Internal Revenue Service is changing its procedures for dealing with life insurance contracts, annuity contracts, and variable life and annuity contracts that accidentally fail ...
January 21, 2007
Industry Alarm Over Deferred Comp CapThe life insurance industry is voicing deep concern about provisions dealing with deferred compensation that were added to legislation raising the minimum wage that was ...
January 17, 2007
Bill May Cap Non-Qual Deferred Comp Accrual At $1 MillionThe Senate Finance Committee today approved with little debate a proposal that would sharply limit executive deferred compensation plans.Insurance industry groups are saying the non-qualified ...
January 14, 2007
When The Sandwich Starts To Fall ApartWhat do boomers who are part of the sandwich generation do when the senior-most layer starts to separate from the family structure?Financial advisors offered suggestions ...
January 07, 2007
Using Capital Split-Dollar To Attract And Retain Top TalentMany closely held corporations have a difficult time finding cost-efficient executive benefit programs to attract and retain top personnel. For most corporations, the alternative is ...