Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
AALU Event Speakers Ponder New Congress
By Arthur D. PostalThe next Congress could give the life insurance industry a federal charter system--but participants in a discussion hosted by a group that backs the optional ...
November 10, 2008
Will the Week After Prove as Historic?On a week when Americans elected their first black President, prompting the biggest Election Day rally in 24 years
November 10, 2008
When Everything Old Is New Again: Election 2008Well, the election is over, and the people have spoken: Barack Obama is the 44th President of the United States. He is, of course, our...
November 07, 2008
OBAMA & TAXES: 2008 VS. 2009 (Nov. 5, 2008)The busiest season for taxes is usually in the spring but it could pick up in the next two months as small business owners and high net worth individuals try to protect their assets from anticipated c
November 02, 2008
Make RMDs Work To Your BenefitFinancial advisors say there are ways to efficiently satisfy required minimum distribution rules that can even make the legal requirements work to a client's benefit.Distributions ...
November 02, 2008
Make RMDs Work To Your BenefitFinancial advisors say there are ways to efficiently satisfy required minimum distribution rules that can even make the legal requirements work to a client's benefit.Distributions ...
November 02, 2008
In Tough Economic Times, What's An Advisor To Do?From this year's annual Phoenix Wealth Survey taken in the first quarter, we know the high-net-worth showed record levels of pessimism about the short-term outlook ...
November 02, 2008
In Tough Economic Times, What's An Advisor To Do?From this year's annual Phoenix Wealth Survey taken in the first quarter, we know the high-net-worth showed record levels of pessimism about the short-term outlook ...