Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Second Dropped Shoe? Credit-Market Losses May Hit $1.6 Trillion
By Jeff JosephThe $400 billion or so of credit market-related losses posted thus far is only the beginning, according to a research report from Bridgewater Associates Inc....
July 27, 2008
Bipartisan Estate Tax Bill In SenateBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is a positive harbinger of efforts in the next ...
July 24, 2008
Underwriter Group Lauds Estate Tax BillBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is encouraging, officials of the Association for Advanced Life ...
July 24, 2008
Underwriter Group Lauds Estate Tax BillBipartisan legislation introduced in the Senate that would freeze the estate tax law slated for 2009 is encouraging, officials of the Association for Advanced Life ...
July 20, 2008
Roth 401(k) Plans Take Off in Wake of PPAFor boomers who have been looking to combine the tax treatment of a Roth IRA with the corporate matching dollars they get when contributing to ...
July 20, 2008
Roth 401(k) Plans Take Off in Wake of PPAFor boomers who have been looking to combine the tax treatment of a Roth IRA with the corporate matching dollars they get when contributing to ...
July 15, 2008
Groups Fight Foreign Premium Excise TaxInsurance industry representatives will meet with a Treasury tax official Tuesday in an effort to block enforcement of an excise tax provision.The industry reps will ...
July 15, 2008
Groups Fight Foreign Premium Excise TaxInsurance industry representatives will meet with a Treasury tax official Tuesday in an effort to block enforcement of an excise tax provision.The industry reps will ...