Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Wachovia Unit Offers Weight-Loss Program To Employers
By Staff WriterA bank-owned insurance brokerage has chosen a weight-loss services vendor.Wachovia Insurance Services, a division of Wachovia Corp., Charlotte, N.C., has agreed to offer a weight-loss ...
August 01, 2007
Buyer's RemorseAs the summer begins to wane, many people yearn for that feeling of tranquility and bliss they felt while vacationing at the beach or in...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...
August 01, 2007
Closing the GapThe primary goal of the Internal Revenue Service is to collect the taxes that are owed to the federal government under current tax law. Reducing...
August 01, 2007
The Tax-Free Investing OpportunityHow many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several client-specific...
July 19, 2007
Employers Continue to Ditch DB PlansMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...
July 05, 2007
The Source and Structure of FeesWe had some good discussions in this space over the past few weeks about the frequency of the advisor fee deduction. This week I'd like...
July 01, 2007
William M. TopkisTopkis Financial Advisors 910 Foulk Road, Suite 100 Wilmington, Delaware 19803 Phone: 302-654-4444 Web site: www.topkisfinancial.com Year practice started: 1994 AUM: $50 million Number of advisors in firm: two Number of clients: 100 Compensation:...