Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Who's Who in the 110th
By Staff WriterWith the democrats in control of Congress comes new committee assignments. For instance, the Senate Finance Committee is now headed by Max Baucus. The Montana...
January 29, 2007
IRS Updates Life And Annuity RulesThe Internal Revenue Service is changing its procedures for dealing with life insurance contracts, annuity contracts, and variable life and annuity contracts that accidentally fail ...
January 21, 2007
Industry Alarm Over Deferred Comp CapThe life insurance industry is voicing deep concern about provisions dealing with deferred compensation that were added to legislation raising the minimum wage that was ...
January 17, 2007
Bill May Cap Non-Qual Deferred Comp Accrual At $1 MillionThe Senate Finance Committee today approved with little debate a proposal that would sharply limit executive deferred compensation plans.Insurance industry groups are saying the non-qualified ...
January 14, 2007
When The Sandwich Starts To Fall ApartWhat do boomers who are part of the sandwich generation do when the senior-most layer starts to separate from the family structure?Financial advisors offered suggestions ...
January 07, 2007
Using Capital Split-Dollar To Attract And Retain Top TalentMany closely held corporations have a difficult time finding cost-efficient executive benefit programs to attract and retain top personnel. For most corporations, the alternative is ...
January 07, 2007
Weighing Alternatives To The Private Annuity TrustLife can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law, and then the ...
January 07, 2007
Weighing Alternatives To The Private Annuity TrustLife can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law, and then the ...