Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Using Restricted Eec Bonus Arrangements
By Matthew L. RowlesRunning a successful business in today's world is not an easy task--it takes the commitment of a talented team of knowledgeable executives. Their expertise ...
June 14, 2005
The Bewildering Number Of Mortgage ChoicesBoomers looking for help selecting a mortgage from the growing array of choices may find there are almost as many opinions among advisors on ...
June 08, 2005
Circular 230Things Are A-ChanginStricter rules for the written advice practitioners give taxpayersWhy has Circular 230--a set of regulations for individuals who practice before the IRS--been such a ...
June 06, 2005
&Rating Agency: No AIG Liquidity Issues SeenStandard & Poor's analysts have expressed confidence that American International Group Inc. does not face serious liquidity issues as a result of its recent ...
June 05, 2005
On EmbarrassmentIt seems like Senate Majority Leader Bill Frist finally is going to achieve his long articulated but equally long unrealized ambition to bring legislation to ...
June 01, 2005
Shift to SaveHere are two examples of how income shifting helps clients pay for a child's education: Example #1: A student's college expenses are $20,000 per year In this...
May 27, 2005
&Torchmark Settles With Waddell ReedTorchmark Corp. says it has completed previously announced efforts to settle most lawsuits involving Waddell & Reed Financial Inc.[@@]Torchmark, Birmingham, owned Waddell & Reed, ...
May 22, 2005
Last LaughThose who are planning to die in 2010 or who may be advising clients that that year would be the optimal time to kick the ...