Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Conseco Board Acts To Protect Tax Assets
By Staff WriterConseco Inc. says its directors have adopted a measure that would keep large, hostile shareholders from reducing the value of the company's "net operating loss carryforwards."
January 19, 2009
GAO Cites Insurers In Tax Shelter ReportFederal agency fingers companies shielding assets from taxation.
January 18, 2009
GAO Cites Insurers In Tax Shelter ReportFederal agency fingers companies shielding assets from taxation.
January 18, 2009
Hold The ChampagneConfirmation by the incoming Obama administration last week that it will support maintaining the estate tax going forward at the same level it is scheduled to be for this year, is good news for the life insurance industry.
January 18, 2009
Forgive And RememberThe harshness of recent political discourse should make it clear that a bit more civility needs to be injected into our political and legislative processes.
January 16, 2009
For an extra edge, troll the tax codeWith so many clients losing so much in portfolio value in 2008, wouldn't it be a nice to be able to surprise them with an...
January 01, 2009
We are 21st Century problem solversMany columnists discuss the challenges Americans are facing and will face in the future, and sometimes they make these problems seem overwhelming. How can you use that emotion to help your prospects and clients? I use that feeling as a tool to
January 01, 2009
The secret of powerful presentationsBe a problem solver, not a product pusher The first step to successful presentations, whether it be at seminars to a group of prospects or a first appointment, is know who you are, what you offer and why you are more qualified to help that prospect