Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Circular 230Things Are A-Changin
By Sonya E. KingStricter rules for the written advice practitioners give taxpayersWhy has Circular 230--a set of regulations for individuals who practice before the IRS--been such a ...
June 01, 2005
Shift to SaveHere are two examples of how income shifting helps clients pay for a child's education: Example #1: A student's college expenses are $20,000 per year In this...
May 27, 2005
&Torchmark Settles With Waddell ReedTorchmark Corp. says it has completed previously announced efforts to settle most lawsuits involving Waddell & Reed Financial Inc.[@@]Torchmark, Birmingham, owned Waddell & Reed, ...
May 22, 2005
Last LaughThose who are planning to die in 2010 or who may be advising clients that that year would be the optimal time to kick the ...
May 18, 2005
Jenner Joins ACLI As Ta LobbyistA recently resigned top official at the Treasury Department was named today as a key lobbyist for the American Council of Life Insurers.The decision ...
May 13, 2005
Actuary To Ride Across America For CharityPaul Fallisi is biking from San Diego to New Hampshire with his brother, William, in an effort to raise $30,000 for charity.[@@]Fallisi, the chief ...
May 12, 2005
Study: Pension Reform Proposal Harder On Stronger PlansA Bush administration proposal for shoring up the U.S. defined benefit pension system could end up punishing well-run plans.[@@]Researchers at Watson Wyatt Worldwide, Washington, ...
May 01, 2005
Beware the Credit UnionsHave you noticed what your local credit unions are up to lately? They're becoming more sophisticated by the minute, with many of them offering investment...