Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Opponents Block Consideration Of Ta Bill
By Staff WriterThe Senate Finance Committee may not end up approving a big tax-cut package after all.[@@]The committee had scheduled a meeting today to consider a ...
November 09, 2005
Havent Won A Client Lately? Join The CrowdWhat is the greatest challenge advisors face in today's marketplace? If you guessed "attracting new clients," then you're in good company.Advisors contacted by National ...
November 09, 2005
Move To Derail House Version Of TRIA Creates UncertaintyDemand by conservatives to add tort reform provisions could kill the billWashingtonThe likelihood that some of the more innovative and controversial provisions of the ...
November 01, 2005
A New Era in Retirement PlanningThere were more than 400 new tax rules in the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), and most went into effect...
October 27, 2005
Trickle My FancyTrickle My FancyI have never understood the much-vaunted trickle-down economic theory and how it was supposed to work.And since the theory never has worked ...
October 27, 2005
Moving From Financial SalespersonProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 27, 2005
Moving From Financial Salesperson To Financial AdvisorProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 20, 2005
Tax Reform Panel Signals Its IntentionsPresident Bush's Advisory Panel on Federal Tax Reform said October 18 that it would recommend the following changes to the President come Nov. 1: moving the current tax code structure to a consumption tax; making the deduction of home mortgage interest payments into a tax credit and lowering the mortgage...