Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NAIC Eyes Ta Panel Attack On Inside Buildup
By Jim ConnollyGeorgia Insurance Commissioner John Oxendine says the National Association of Insurance Commissioners should talk about federal tax reform proposals in February 2006 at the ...
December 01, 2005
The Fine PrintPrivate annuity trusts (PATs) are creating quite a buzz in the real estate, legal, and financial planning communities. To read the marketing brochures, you'd think...
December 01, 2005
The History of Financial PlanningWho would have guessed that when Loren Dunton set up the Society for Financial Counselling Ethics in 1969 that it would evolve into the financial...
December 01, 2005
Client-FocusedAnyone who thinks the advisory profession is strictly about financial planning and managing money is probably still living in the last century. Cutting-edge advisors these...
November 29, 2005
Medigap Claims Trigger SuitsShareholder lawyers are trying to organize several class-action suits against a Northeastern insurer that reported a higher-than-expected Medicare supplement loss ratio for the third ...
November 23, 2005
When Boomers Roam, Advisors Need To Be GuidesBaby boomers are ready to roam and for many their roaming will take them out of the state they currently live in, according to ...
November 20, 2005
Bravo, Mr. Buffett!When I got the story from Matt Brady and Dave Postal for the November 19th issue about the Senate Finance Committee hearing on the estate ...
November 15, 2005
PBGC Chief: The Money Will Run OutThe Pension Benefit Guaranty Corp., the agency that insures U.S. workers' defined benefit pension plans, ran a $23 billion deficit during the quarter that ...