Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
For Tax Exempts, Big Tax Changes
By Staff WriterAs filing season winds down this month, tax practitioners (and advisors who work with practitioners on behalf of their clients) can breathe easier, but only...
April 25, 2007
Symetra Financial to Acquire Medical Risk Managers, Inc.Symetra Financial, Bellevue, Wash., has announced a definitive agreement to acquire Medical Risk Managers, Inc. (MRM) of South Windsor, Conn. The deal is expected to close by the end of second quarter 2007 and be accretive to earnings during the
April 23, 2007
Comp Rider Cut From Wage BillWASHINGTON--The life insurance industry late Friday edged closer to its goal of having deferred compensation provisions stripped from pending minimum wage legislation.The National Association of ...
April 23, 2007
Comp Rider Cut From Wage BillWASHINGTON--The life insurance industry late Friday edged closer to its goal of having deferred compensation provisions stripped from pending minimum wage legislation.The National Association of ...
April 18, 2007
Tax Holiday Over for Fund ShareholdersA study from Lipper released April 17 says that buy-and-hold shareholders paid $23.8 billion in taxes on a record high $418.5 billion in distributions in 2006; that's a big bite out of total returns.
April 08, 2007
The Roth Revolution Equals Wealth Transfer Planning PowerA Roth IRA is potentially a very powerful wealth transfer planning product. This is due to the deferred tax liability upon conversion and the absence ...
April 08, 2007
The Roth Revolution Equals Wealth Transfer Planning PowerA Roth IRA is potentially a very powerful wealth transfer planning product. This is due to the deferred tax liability upon conversion and the absence ...
April 01, 2007
Grow by creating a personal MPDSo we keep hearing the buzzword about "boutique" practices that offer advice across multiple areas or disciplines, such as financial planning, estate planning and tax planning. I commonly refer to this type of practice as a "multi-disciplinary