Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Rich Spouse, Poor Spouse
By Staff WriterOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...
February 28, 2007
Being a 'specialist' not so special anymoreIt's official. Times are changing, business is evolving ... and so is the traditional financial services firm model. In the not-so-distant past, being a "specialist" was the coveted title. Brand yourself as the "tax specialist" or the "retirement
February 18, 2007
House Minimum Wage Bill Has No Deferred Comp ProvisionsControversial provisions narrowing non-qualified deferred compensation packages that were included in Senate minimum wage legislation are unlikely to become law soon as a result of ...
February 18, 2007
House Minimum Wage Bill Has No Deferred Comp ProvisionsControversial provisions narrowing non-qualified deferred compensation packages that were included in Senate minimum wage legislation are unlikely to become law soon as a result of ...
February 11, 2007
Companies Start To Feel Toll Of New FASB Rule on DACA new accounting requirement affecting treatment of deferred acquisition costs will be costing insurance companies millions of dollars, according to quarterly earnings reports.Two major life ...
February 02, 2007
Prudential Ties Campaign To Tax SeasonA financial services company is using interest in income taxes to get consumers to think about the general state of their finances.Prudential Financial Inc., Newark, ...
February 01, 2007
How Businesses Can Get TheirsIn the February 2007 Tax Advisor column in Investment Advisor from Tax Talk Today's Les Witmer, the process was described for how individuals can file...
February 01, 2007
Beginning This MonthTax Talk Today will begin providing to Investment Advisor readers quarterly highlights of the tax planning content of its popular, authoritative Webcasts. Brought to viewers...