Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Post-Recession, EOLI Sales Are On The Mend
By Warren S. HerschSales of employer-owned life insurance are on the rebound.
June 02, 2010
Construction Spending Surges; Manufacturing Index DipsThe economic recovery gained strength on the biggest rise in construction spending in nearly a decade and the 10th straight month of expansion for the manufacturing sector.
June 01, 2010
Tax Extenders Bill Passes House, Heads for SenateBill addresses DB funding relief, 401(k) fee disclosure, carried interest loophole
June 01, 2010
From Senior to PartnerIn my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions...
June 01, 2010
Limitless HorizonsPartnership is a cornerstone concept at Harbor Lights Financial Group. First there's the equal partnership of the three principals--Ken Roberts, Rob Tendler, and Doug Lockwood....
May 24, 2010
Seven ways to use drip marketingMail birthday cards to existing clients; mail anniversary cards if you know that information.
May 19, 2010
How to Protect Clients Against the Financial and Emotional Effects of DisabilityDespite signs of an economic recovery, many Americans are still not feeling financially secure.
May 18, 2010
IRS Issues Guide on Small Business Health Care Tax CreditCredit designed to encourage small employers to offer health insurance coverage for the first time or maintain coverage they already have