Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Sunshine State Suspends LTC Carrier
By Trevor ThomasFlorida regulators want to shut an insurer out of the state's long term care insurance market for 12 months because of concerns about a financial ...
June 06, 2007
A Vocation to Serve Others: Financial Planning - The Process and the PersonWhat is financial planning? In defining what financial planning is not, let me quote from Mark Twain: "When your outgo exceeds your income, your upkeep will be your downfall." Financial planning is a
June 03, 2007
The Art Of The PossibleAs I write this, a bipartisan group in the Senate with the support of the president has brought forth a proposal for immigration reform. Debate ...
June 01, 2007
The Independent AdvantageIf you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...
June 01, 2007
'Income in Repect of a Decedent'James W. Coleman Sr., president of Coleman Financial Advisory Group in Waterbury, Conn., is on a mission -- and he thinks you should be too....
June 01, 2007
A Win-Win Retirement PlanIn recent years, the country has seen a significant shift with regard to retirement, placing the onus on employees to rely on self-funded defined contribution...
May 25, 2007
Awash in a Sea of PhDsThis was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...
May 20, 2007
"Let's Do It": Making CPA Partnering Work"Before making my final decision, I want to run this by my accountant." Feel your jaw tighten. You've invested hours in masterful relationship-building, data-gathering, creative ...