Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Five Mistakes Beginning Annuity Producers Make
By Paul A. DyerBecause placing annuities is not just a transaction, the producer needs to know the how-to's. Here are 5 mistakes that new producers must avoid.1. Selling ...
August 01, 2007
The Tax AdvantageIn 2003, the federal tax rate on qualifying dividends from U.S. companies, international companies that trade on the U.S. market, and international companies domiciled in...
August 01, 2007
The IRS Is Getting TougherActing IRS Commissioner Kevin Brown told Tax Talk Today viewers that the IRS has made significant progress in recent years in terms of enforcement: Overall revenues...
August 01, 2007
Buyer's RemorseAs the summer begins to wane, many people yearn for that feeling of tranquility and bliss they felt while vacationing at the beach or in...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...
August 01, 2007
Closing the GapThe primary goal of the Internal Revenue Service is to collect the taxes that are owed to the federal government under current tax law. Reducing...
August 01, 2007
The Tax-Free Investing OpportunityHow many of your clients could benefit from tax-free investing? Since we're talking about a one-time only Roth IRA opportunity, the answer depends on several client-specific...
July 19, 2007
Employers Continue to Ditch DB PlansMore and more pension plan sponsors are either closing their defined benefit pension plans to new hires or have frozen it to all participants because...