Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Regulators Complete Gift Tax Regulation
By Staff WriterNU Online News Service, Feb. 25, 2005, 4:15 p.m. ESTThe Internal Revenue Service today published the final version of a rule that affects gift ...
January 25, 2005
GOP Lawmakers Keep Estate Taxes On AgendaRepublican congressional leaders have included the "death tax," private Social Security accounts, health savings accounts and long term care insurance on their priority list ...
January 20, 2005
IRS Updates Life Contract DefinitionA new federal tax ruling could change the way some life insurers account for "qualified additional benefits" and force some to make $50,000 in ...
January 19, 2005
Enliven your career by telling storiesIf we want to teach concepts that to clients are foreign and complicated, the most effective way to do so is to use stories, says Scott Farnsworth.
January 01, 2005
Do VAs Ever Make Sense?As this new quarterly column makes clear, the answer is both yes and no. You'll have to do the math to find the right solution...
January 01, 2005
Exchange OpportunitiesAdvisors looking for tax-deferral opportunities for clients might want to consider 1031 exchanges. A 1031 like-kind exchange occurs when a taxpayer sells business property and...
December 29, 2004
Planning Techniques For The Other TaxPlanning Techniques For The Other TaxByDue to uncertainty arising from the one-year federal estate tax phase-out in 2010, some clients are reluctant to implement an ...
December 06, 2004
Vasquez Rises At GenworthNU Online News Service, Dec. 6, 2004, 5:57 p.m. ESTA Richmond, Va., insurer has promoted a distribution executive.[@@]Enrique Vasquez will be president of the ...