Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
In the Numbers
By James J. GreenIt's no news to you that it's important to look beyond the headlines, especially when said headlines are coming out of television speakers, to learn...
November 30, 2008
Key Tips for advisors during a turbulent market1. Get creative in your strategies...your clients may need major tax breaks for next year. Help a client in any way you can to try to "make up" for what they lost in the market. You may not be able to recover their losses, but you
November 30, 2008
No Shortage Of Theories On Taking RMDsThere are all kinds of theories associated with taking required minimum distributions, as the different approaches used by financial advisors show.Retirement savings products create a ...
November 30, 2008
No Shortage Of Theories On Taking RMDsThere are all kinds of theories associated with taking required minimum distributions, as the different approaches used by financial advisors show.Retirement savings products create a ...
November 16, 2008
Cultivating Professional Relationships Called Key To Successful PracticeHow do you cultivate profitable and long-term relationships with attorneys and CPAs? What misperceptions do these practitioners have about insurance and financial advisors? Why aren't ...
November 16, 2008
AALU's Outlook For The New CongressAn optional federal charter for life insurers appears to be "inevitable" in the next Congress, according to officials of life insurance trade groups, but they ...
November 16, 2008
Cultivating Professional Relationships Called Key To Successful PracticeHow do you cultivate profitable and long-term relationships with attorneys and CPAs? What misperceptions do these practitioners have about insurance and financial advisors? Why aren't ...
November 16, 2008
AALU's Outlook For The New CongressAn optional federal charter for life insurers appears to be "inevitable" in the next Congress, according to officials of life insurance trade groups, but they ...