Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Votes Show Repeal Of Estate Tax Is Losing Steam
By Arthur D. PostalThe Senate took several votes on the estate tax during the week of March 19 that a top insurance trade group official said "would represent ...
April 01, 2007
Rhetorical Answers: "Words That Work - It's Not What You Say It's What People Hear" by Dr. Frank LuWhich statement appears more frightening? "Social Security will run out of money in 2017" or "Social Security will run out of money in 10 years."...
April 01, 2007
The Wealth BoomJust as the baby boomers transformed nearly every aspect of the financial services business, the massive assets controlled by the fast-growing affluent middle-class, combined with...
April 01, 2007
London CallingPitting an enervated Brit against a brash, self-confident Yank is a frequent theme in post-World War II, post-Empire British literature, appearing in spy thrillers by...
March 31, 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
March 25, 2007
NQDC Provisions Before Congress Remain UncertainThe fate of provisions severely curtailing the use of non-qualified deferred compensation packages is likely to remain up in the air for a while, insurance ...
March 25, 2007
NQDC Provisions Before Congress Remain UncertainThe fate of provisions severely curtailing the use of non-qualified deferred compensation packages is likely to remain up in the air for a while, insurance ...
March 23, 2007
Senate Blesses Concept Of Estate Tax CutsThe Senate this week chose to take a moderate approach to reducing estate taxes.Members of the Senate voted 97-1 Wednesday to approve a measure that ...