Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Jenner Joins ACLI As Ta Lobbyist
By Arthur D. PostalA recently resigned top official at the Treasury Department was named today as a key lobbyist for the American Council of Life Insurers.The decision ...
May 01, 2005
Beware the Credit UnionsHave you noticed what your local credit unions are up to lately? They're becoming more sophisticated by the minute, with many of them offering investment...
May 01, 2005
Taxing TimeThe recent tax season has been busy for all concerned. Even the IRS has industriously issued rulings on questions facing taxpayers and, by extension, their...
April 20, 2005
Capitalizing On The Affluent OpportunityHow would you like to be branded as the financial professional of choice in your community? Only an elite few currently are functioning in ...
April 20, 2005
Does Income Ta Planning Now Trump Estate Ta Avoidance?For decades, estate planning has been dominated by a desire to avoid a confiscatory federal estate tax. In 1976, the amount a decedent could ...
April 13, 2005
House Approves Estate Tax Repeal (Updated)Members of the U.S. House voted 272-162 Wednesday, largely along party lines, to make repeal of the federal estate tax permanent.[@@]All of the 230 ...