Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Booking More LTC Business
By Trevor ThomasIncreasingly, long term care insurance agents find that financial planners are an excellent source of client referrals, notes Jesse Slome, executive director of the American ...
October 01, 2006
Get Your Arms Around ItIn a conversation late in August that formed the basis for an interview in this issue, I asked Jerry Miccolis, a CFA, CFP, and an...
October 01, 2006
How to Connect with Estate-Planning AttorneysIt's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...
October 01, 2006
Getting With The ActHailed as the most sweeping reform of America's pension laws in over 30 years, the Pension Protection Act of 2006 (PPA) was signed into law...
September 17, 2006
Estate Tax Reform Sought As Part Of Tax Cut PackageThe Republican congressional leadership continues to search for ways to push an expensive estate tax reform package through Congress before it leaves for an extended ...
September 17, 2006
Estate Tax Reform Sought As Part Of Tax Cut PackageThe Republican congressional leadership continues to search for ways to push an expensive estate tax reform package through Congress before it leaves for an extended ...