Tax Deductions
News updates about tax deductions advisors should consider for their clients.
The 60% LTD Shortfall
By Allan CheckowayIn 2006, the vast majority of U.S. corporations offer quality group long-term disability coverage to their employees with a benefit level insuring to 60% of ...
May 10, 2006
Bill Raises Roth Conversion Limit But Leaves Out IOLI PenaltyThe final version of major federal tax-cut legislation appears to be a mixed bag for the life insurance industry.The members of the House-Senate conference committee ...
May 10, 2006
Bill Raises Roth Conversion Limit But Leaves Out IOLI PenaltyThe final version of major federal tax-cut legislation appears to be a mixed bag for the life insurance industry.The members of the House-Senate conference committee ...
April 01, 2006
Solving the 419 Plan PuzzleDon't you suspect that if you could afford the best accountants, you, too, would be privy to the tax-saving secrets reserved for the business elite?...
September 27, 2005
Lawmakers Delete Katrina IRA Rollover ProvisionThe final Hurricane Katrina relief bill that President Bush signed Friday left out a provision included in earlier drafts that would have allowed direct, ...
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...
December 01, 2004
Before the Year Runs Out . . .With only a month left in this tax year, there are a few things advisors should know when it comes to tax planning. Dealing with...
October 01, 2004
Getting Over ItThe problem that I believe requires the most immediate and thorough response is the growing reach of the individual Alternative Minimum Tax. This problem is...