Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Estate Tax Battle Heats Up
By Arthur D. PostalTime is running out for efforts to abolish the estate tax.Sen. John Kyl, R-Ariz., a key advocate for repeal, delivered that message here today at ...
April 23, 2006
Industry Issues Piled High On Congress's PlateBesides the tax reconciliation bill that has stymied it since last winter, Congress will be dealing with a number of other issues, including pocketbook ones, ...
April 23, 2006
Listen To The Sound Of Boomer Money Rolling OverThe sound of $400 billion to $500 billion of rollover money, much of it baby boomer funds, cascading into rollover accounts every year by 2010 ...
April 23, 2006
Industry Issues Piled High On Congress's PlateBesides the tax reconciliation bill that has stymied it since last winter, Congress will be dealing with a number of other issues, including pocketbook ones, ...
April 19, 2006
Planning Groups Form Think TankOrganizations for legal, accounting and financial services professionals are starting a financial services policy coalition.Organizers say the new think tank, the Synergy Summit, Chattanooga, Tenn., ...
April 16, 2006
IRS Updates Insurance Deal Accounting RulesThe Internal Revenue Service has released a complicated regulation that could affect the profitability of some insurance company asset acquisitions. The IRS published the final ...
April 16, 2006
IRS Updates Insurance Deal Accounting RulesThe Internal Revenue Service has released a complicated regulation that could affect the profitability of some insurance company asset acquisitions. The IRS published the final ...
April 10, 2006
IRS Updates Insurance Deal Accounting RulesThe Internal Revenue Service has released a complicated regulation that could affect the profitability of some insurance company asset acquisitions.The IRS has published the final ...