Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
"Let's Do It": Making CPA Partnering Work
By Alec Herring (with A Nod To Cole Porter)"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 ...
May 13, 2007
Senate Confirms Support For Estate Tax CutsThe Senate reiterated on May 9 its approval for a degree of estate tax reform going forward that the insurance industry can support.The Senate voted ...
May 13, 2007
Senate Confirms Support For Estate Tax CutsThe Senate reiterated on May 9 its approval for a degree of estate tax reform going forward that the insurance industry can support.The Senate voted ...
May 10, 2007
Senate Again Backs Limited Estate Tax Cut ProposalMembers of the Senate indicated Wednesday that they will support a strategy for cutting estate taxes that is acceptable to life insurance industry groups.Senators voted ...
May 06, 2007
AALU Hears Warnings Of Federal Action Against Insurance Tax BenefitsCongressional action that might seriously undermine the tax benefits associated with life insurance consumed much of the debate among a panel of 4 experts during ...
May 06, 2007
AALU Hears Warnings Of Federal Action Against Insurance Tax BenefitsCongressional action that might seriously undermine the tax benefits associated with life insurance consumed much of the debate among a panel of 4 experts during ...
May 01, 2007
Is "the close" pass??When asked many years ago how he won an important game, then-Indiana University basketball coach Bobby Knight famously (or infamously) told the intrepid reporter, "We scored more points than they did." When the reporter wouldn't accept that most