Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Wealth Transfer Planning Helps Minimize Taxes And Maximize Gifts
By Robert FishbeinFor individuals looking to minimize their taxes and maximize their gifts to their heirs or loved ones, lifetime wealth transfer planning may be the answer. ...
May 11, 2008
AALU Speaker: 2009-10 Will Be 'Mother Of All Tax Writing Periods'Congress could decide next year to extend the estate tax provision levels now scheduled for 2009 into 2010 while it continues to fashion a permanent ...
May 06, 2008
Speaker: Estate Tax Uncertainty May LingerMembers of Congress may extend the 2009 estate tax provisions into 2010 while they develop a permanent estate tax structure.Kenneth Kies, a tax policy specialist, ...
May 01, 2008
Vanguard to Launch Global Stock FundVanguard, which had net inflows of nearly $16 billion in January and February 2008, filed a registration statement with the Securities and Exchange Commission in...
May 01, 2008
Introducing the Wealthy to Roth IRAsAdvisors take heed: the income limit for those who can convert their retirement holdings from a traditional IRA to a Roth IRA (now applicable to...
May 01, 2008
Death and Taxes Respect No BordersThe long-time clients--a Boston-area couple in their early sixties--plan to retire soon from their respective Fortune 100 executive positions and spend most of their time...
May 01, 2008
Changes in Charitable ComplianceWarning! Warning! Do not drive or operate any machinery or heavy equipment while reading this article. The reading of this article may cause sudden dizziness...
May 01, 2008
Watch ListOver the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...