Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Before the Year Runs Out . . .
By Staff WriterWith only a month left in this tax year, there are a few things advisors should know when it comes to tax planning. Dealing with...
November 10, 2004
Charting The (Largely) Uncharted: 457 PlansProducers looking to establish a market niche might consider one still largely uncharted area of the financial advisory world: nonqualified executive compensation plans for tax-exempt ...
November 10, 2004
Charting The (Largely) Uncharted: 457 PlansProducers looking to establish a market niche might consider one still largely uncharted area of the financial advisory world: nonqualified executive compensation plans for tax-exempt ...
November 03, 2004
Agents See Battles AheadLife insurance agents know they have work to do in explaining to members of Congress that outright repeal of the estate tax and creation of ...
November 01, 2004
PAUL NOLTPaul Nolt Precision Financial Services 145 Linden Grove New Holland, Pennsylvania 17557 717-354-8218 [email protected] Year practice began: 1981 Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are...
November 01, 2004
Post-Retirement PlanningAfter a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...
November 01, 2004
Complicated GiftsFirst there was the guy who wanted to donate his banana tree to charity--he insisted that it was worth $35,000, but demanded that the charity's...
October 27, 2004
Make April 15 Your Ally For Year-Round Sales SuccessMake April 15 Your Ally For Year-Round Sales SuccessSome agents did very well selling IRAs and related products this past tax season. Others did not.Whats ...