Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
A Vocation to Serve Others: Financial Planning - The Process and the Person
By Charles S. DilulloWhat is financial planning? In defining what financial planning is not, let me quote from Mark Twain: "When your outgo exceeds your income, your upkeep will be your downfall." Financial planning is a
June 01, 2007
The Independent AdvantageIf you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...
June 01, 2007
'Income in Repect of a Decedent'James W. Coleman Sr., president of Coleman Financial Advisory Group in Waterbury, Conn., is on a mission -- and he thinks you should be too....
June 01, 2007
A Win-Win Retirement PlanIn recent years, the country has seen a significant shift with regard to retirement, placing the onus on employees to rely on self-funded defined contribution...
May 25, 2007
Awash in a Sea of PhDsThis was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...
May 20, 2007
"Let's Do It": Making CPA Partnering Work"Before making my final decision, I want to run this by my accountant." Feel your jaw tighten. You've invested hours in masterful relationship-building, data-gathering, creative ...
May 20, 2007
"Let's Do It": Making CPA Partnering Work"Before making my final decision, I want to run this by my accountant." Feel your jaw tighten. You've invested hours in masterful relationship-building, data-gathering, creative ...
May 16, 2007
Lawmakers Sculpt Budget Resolution Estate Tax ProvisionHouse-Senate conferees today approved a budget resolution that calls for freezing estate taxes at the 2009 level and also calls for increasing funding for the ...