Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ask the expert: What are the tax reporting requirements?
By Nu BookThis article answers the question: How should my client report taxes related to a life settlement transaction?
January 08, 2010
Long term care guides availableThe American Association for Long-Term Care Insurance announced their publication of two new guides explaining 2010 tax deductibility rules and limitations.
January 08, 2010
Long term care guides availableThe American Association for Long-Term Care Insurance announced their publication of two new guides explaining 2010 tax deductibility rules and limitations.
January 07, 2010
The new tax reform train wreckYour choice of affiliation model could soon be wirehouse, independent, bank or ... the federal government. We've learned to take at least one White House...
January 06, 2010
Roth Conversion: Fidelity Shares a ToolDeveloped by SunGard, the online Roth IRA conversion calculator can be used by broker/dealer clients of National Financial.
January 04, 2010
Just One WordIn an age where millions of people get off on conveying their thoughts in 140 characters (not words) or less, the art of crafting a ...