Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Weighing Alternatives To The Private Annuity Trust
By Roccy DeFrancescoLife can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law, and then the ...
December 17, 2006
Experts Applaud Gains, But Warn Of Continuing ChallengesAs 2006 ends, industry experts applaud the year's positive developments, including legislative gains on Capitol Hill, continuing high interest among business owners in non-qualified deferred ...
December 17, 2006
Experts Applaud Gains, But Warn Of Continuing ChallengesAs 2006 ends, industry experts applaud the year's positive developments, including legislative gains on Capitol Hill, continuing high interest among business owners in non-qualified deferred ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 01, 2006
Filing a Gift Tax ReturnGenerally, a gift tax return must be filed on Form 709 if any of the following apply to your clients. They: - Gave gifts to at...
December 01, 2006
Young SpendthriftsYoung people are not saving for their future. Drs. Christopher Thornberg and Jon Haveman of Beacon Economics, based in Los Angeles, released a study in...
December 01, 2006
Gifts That Keep GivingIt's that time of year again. Not only is Santa Claus coming to town, but the kids and grandchildren as well. In the spirit of...