Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Reform Sought As Part Of Tax Cut Package
By Arthur D. PostalThe 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 03, 2006
Spend Now, Pay Later, Planners CautionFinancial advisors assail the 'spend now, pay later' habits of workers who take cash rather than roll over 401(k) money when they change jobs, according ...
September 03, 2006
Little Action For Industry As Congress Returns For Short SessionFending off another effort by Senate Republicans to push through an estate tax reform bill will be the focus of the life insurance industry when ...
September 03, 2006
Spend Now, Pay Later, Planners CautionFinancial advisors assail the 'spend now, pay later' habits of workers who take cash rather than roll over 401(k) money when they change jobs, according ...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...
September 01, 2006
Get Moving on New Tax ActThere is nothing like a new tax bill to give you something to talk about with your clients. The Tax Increase Prevention and Reconciliation Act...
August 13, 2006
Do Seniors Need Greater Protection Than Anyone Else?It seems as though almost every issue of the insurance trade press covers new legislative and regulatory initiatives to "protect" seniors from financial fraud and ...
August 13, 2006
Do Seniors Need Greater Protection Than Anyone Else?It seems as though almost every issue of the insurance trade press covers new legislative and regulatory initiatives to "protect" seniors from financial fraud and ...