Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Boomers Fear for Their Nest Eggs, But Are Wary of Stocks
By Warren S. HerschOne might think that boomers who say their nest eggs are insufficient to provide for a comfortable retirement would heavily invest in stocks to catch ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 01, 2006
Filing a Gift Tax ReturnGenerally, a gift tax return must be filed on Form 709 if any of the following apply to your clients. They: - Gave gifts to at...
December 01, 2006
Young SpendthriftsYoung people are not saving for their future. Drs. Christopher Thornberg and Jon Haveman of Beacon Economics, based in Los Angeles, released a study in...
December 01, 2006
Gifts That Keep GivingIt's that time of year again. Not only is Santa Claus coming to town, but the kids and grandchildren as well. In the spirit of...
November 08, 2006
Managed Care Company To Take Bigger ChargeUnitedHealth Group Inc. says the cost of correcting accounting for past stock compensation programs may be much higher than it originally had predicted.UnitedHealth, Minnetonka, Minn., ...
November 01, 2006
300 Million, and ChangingThe Census Bureau made the announcement on October 17 that the population of the United States crossed the 300 million threshold. The makeup of the...