Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Deadline Extended for Tax Reform Panel; New GOP Social Security Initiative
By James J. GreenPresidential panel now has until September 30 for report; proposal would fund personal accounts
June 14, 2005
Keep It Simple Summary GraphicForm Of Organization Potential Solution Evaluation C Corporation Owners Split Dollar Less advantageous than before; tax leverage decreased Executive Bonus Probably ...
June 14, 2005
Closer To Breaking The Deadlock?Senators of both parties are talking, but it may be mainly talkWashingtonEfforts are under way in the Senate to break the deadlock over repeal ...
June 14, 2005
Using Restricted Eec Bonus ArrangementsRunning a successful business in today's world is not an easy task--it takes the commitment of a talented team of knowledgeable executives. Their expertise ...
June 14, 2005
MetLife AudetFinancial Planning Approach to Selling Executive BenefitsBy Bernard AudetMany producers who work in executive benefits focus exclusively on the market. But a comprehensive approach ...
June 14, 2005
Customized Benefits For Selected EecutivesAttracting and retaining key executives calls for using benefit programs that are individually tailored to each key employee according to his or her contribution ...
June 14, 2005
The Bewildering Number Of Mortgage ChoicesBoomers looking for help selecting a mortgage from the growing array of choices may find there are almost as many opinions among advisors on ...