Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The art of the seminar
By Brian AndersonPhillip J. Cannella III has the art of the seminar down to a science. Cannella, president and CEO of First Senior Financial Group in King of Prussia, Pa., has been working in the senior market for the past 33 years. In that time, he has gone
December 09, 2007
Finding Charitable Uses For Non-Qualified Deferred CompThe following illustrates a common tax planning scenario for high net worth clients and an insurance-based solution for satisfying their goals.Will and Sarah Wald have ...
December 07, 2007
Senate Passes AMT BillThe Senate approved legislation December 6 designed to shield some 19 million American families from being hit by the alternative minimum tax (AMT) this year.
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
The Mourning AfterAs the december holiday season approaches, we want and expect it to be a time of joy, warmth, and intimacy with family and friends. But...
December 01, 2007
Add a Break-Up QuarterbackIn previous columns, we've examined how a variety of independent advisors--from solo practices to firms with offices in several cities--use outside specialists to provide the...
December 01, 2007
Death to TaxInvestment advisors appear to have dodged a bullet as the Financial Services Institute (FSI) and individual advisors rallied lawmakers to repeal a law that would...
November 27, 2007
Finding Charitable Uses ForThe following illustrates a common tax planning scenario for high net worth clients and an insurance-based solution for satisfying their goals.Will and Sarah Wald have ...