Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Consider These
By Bob KeaneIn addition to thinking about using grantor retained annuity trusts (GRATs) for clients in the current atmosphere to help preserve wealth, the California Society of...
October 01, 2009
Beyond the PlanI spend considerable time and effort in constructing a comprehensive financial plan, but it isn't meant to be a static document that only collects dust...
October 01, 2009
Wealth MattersWhile the outcomes of the healthcare and financial services reform debates now in high gear in Washington will have pivotal effects on advisors this year...
October 01, 2009
B/D Briefing: Conversion TimeOne of the pleasures of being President is that your influence on Americans doesn't end with your term(s). That's certainly the case with George W....
September 29, 2009
Plans for IRA donations unclearA reader from Westminster, Colo. asks the following important questions of Tom Herman in the Wall Street Journal. Is there any chance that Congress will allow...
September 24, 2009
Disability Kit OfferedAssurant Employee Benefits has developed materials that can help inform employers about tax-advantaged long-term and short-term disability insurance plans.
September 22, 2009
Towns Likes BenmoscheThe leader of a key congressional committee has suggested that American International Group Inc. might be heading in the right direction.
September 21, 2009
Editor's Choice for September 21, 2009: Market-Moving News for This WeekWhat's Happening This Week