Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
On the Capitol Hill Agenda
By Melanie WaddellGoing into the 2008 Presidential election year, Congress has a number of important issues to face, among them addressing the Alternative Minimum Tax (AMT) and...
November 01, 2007
Too Much of a Good ThingA rubber band stretched to its limits and then let go will always snap back. Unfortunately, the markets are not as predictable as rubber bands....
October 28, 2007
Industry Dodges Tax Bullet In Rangel's Proposed LegislationThe insurance industry has escaped added taxation in the long-anticipated legislation that was introduced on Oct. 25 by Rep. Charles Rangel, D-N.Y., chairman of the ...
October 28, 2007
Industry Dodges Tax Bullet In Rangel's Proposed LegislationThe insurance industry has escaped added taxation in the long-anticipated legislation that was introduced on Oct. 25 by Rep. Charles Rangel, D-N.Y., chairman of the ...
October 21, 2007
Tiptoeing Across The IRA MinefieldMost boomers think of individual retirement accounts as safe havens, at least until the time comes to draw down their nest eggs. Fewer among them ...
October 18, 2007
IRS Updates Minimums And MaximumsThe Internal Revenue Service has applied 2008 tax year inflation adjustments to dollar limitations for pension plans, long term care insurance tax breaks and other ...
October 18, 2007
IRS Updates Minimums And MaximumsThe Internal Revenue Service has applied 2008 tax year inflation adjustments to dollar limitations for pension plans, long term care insurance tax breaks and other ...
October 14, 2007
Wealth Transfer: Money Matters, But So Does Tax StatusFor years, financial professionals have helped clients accumulate assets to fund retirement using a variety of investment vehicles, each with its own advantages. With the ...