Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Managed Care Company To Take Bigger Charge
By Staff WriterUnitedHealth Group Inc. says the cost of correcting accounting for past stock compensation programs may be much higher than it originally had predicted.UnitedHealth, Minnetonka, Minn., ...
November 01, 2006
Know Your OptionsWhile things have been pretty quiet since the tech boom of the 1990s, stock options are in the news again. Today, ongoing investigations related to...
November 01, 2006
Keeping Uncle Sam at BayWhile mainstream and casual investors alike remain largely oblivious to the negative impact taxes can inflict on the performance of an investment portfolio, savvy advisors...
November 01, 2006
A Law With an Immediate EffectEnacted by Congress in an effort to address perceived shortcomings in the bankruptcy system, the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA)...
October 08, 2006
ACLI And Jenner Part WaysThe American Council of Life Insurers, Washington, and Greg Jenner, executive vice president, taxes and retirement security, for the last 18 months, have severed ties.An ...
October 08, 2006
ACLI And Jenner Part WaysThe American Council of Life Insurers, Washington, and Greg Jenner, executive vice president, taxes and retirement security, for the last 18 months, have severed ties.An ...
October 08, 2006
Overcoming The 60% LTD ShortfallIn 2006, the vast majority of U.S. corporations offer quality group long-term disability coverage to their employees with a benefit level insuring to 60% of ...
October 01, 2006
Booking More LTC BusinessIncreasingly, long term care insurance agents find that financial planners are an excellent source of client referrals, notes Jesse Slome, executive director of the American ...