Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Spectrem: Rich Are Poor in Tax Savvy
By Staff WriterCHICAGO (HedgeWorld.com)--A Spectrem Group released report on the tax planning of affluent investors reveals that many households with US$500,000 or more in investable assets are missing out on significant tax-avoidance opportunities. The report found, for example, that 68% of affluent investors have little or no knowledge of section 529 education...
February 25, 2005
Tax Regulators Complete Gift Tax RegulationNU Online News Service, Feb. 25, 2005, 4:15 p.m. ESTThe Internal Revenue Service today published the final version of a rule that affects gift ...
February 23, 2005
Something New To Talk About In Group DISomething New To Talk About In Group DIByBeing able to bring your clients new ideas in disability, let alone new ideas about adding value to ...
February 01, 2005
Divorce and Taxes: Alimony & PensionsThe courts and the IRS have been very active recently in the divorce arena. Developments in nonalimony designations, dependency waivers, interest, retirement plans, IRAs, stock...
January 25, 2005
GOP Lawmakers Keep Estate Taxes On AgendaRepublican congressional leaders have included the "death tax," private Social Security accounts, health savings accounts and long term care insurance on their priority list ...
January 20, 2005
IRS Updates Life Contract DefinitionA new federal tax ruling could change the way some life insurers account for "qualified additional benefits" and force some to make $50,000 in ...
January 19, 2005
Enliven your career by telling storiesIf we want to teach concepts that to clients are foreign and complicated, the most effective way to do so is to use stories, says Scott Farnsworth.
January 01, 2005
Do VAs Ever Make Sense?As this new quarterly column makes clear, the answer is both yes and no. You'll have to do the math to find the right solution...