Tax Deductions
News updates about tax deductions advisors should consider for their clients.
2004 Year-End Tax Tips
By Staff WriterTax planning is a struggle for every individual and business owner. There are constant changes to tax rules, and tax professionals are always in need...
June 10, 2004
Are SEP-IRA Contributions Subject To Self-Employment Tax?Are SEP-IRA Contributions Subject To Self-Employment Tax?A Simplified Employee Pension (SEP) is a traditional individual retirement account that may accept expanded employer contributions, including contributions ...
June 01, 2004
THE TAX ADVISOR- Helping Clients Avoid WorkA million bucks just ain't what it used to be. There was a time when prevailing wisdom in this country said that if you amassed...
March 05, 2004
TIAA Tax Charge Wouldn't Hurt Ratings: S&PNU Online News Service, March 5, 2004, 11:45 a.m. EST -- Standard & Poor's Ratings Services says a potential tax liability recently cited by ...
January 15, 2004
Ruling On Old COLI Policies AffirmedByWashington The United States Supreme Court let stand last week a lower court ruling that a broad-based corporate-owned life insurance policy lacked economic substance and ...
October 01, 2003
Step By StepWhile the jury is still out on whether the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) is stimulating the economy, the act's...
June 22, 2003
Identifying Planning Opportunities In The New Tax ActIdentifying Planning Opportunities In The New Tax ActByOn May 28, President Bush signed the Jobs and Growth Tax Relief Reconciliation Act of 2003. It was ...
December 07, 2002
412(i) Pension Plans Maximize Tax Deductions412(i) Pension Plans Maximize Tax Deductions ByA very hot topic in the industry right now is the 412(i) qualified retirement plan. The reason is, these ...