Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Blesses Concept Of Estate Tax Cuts
By Arthur D. PostalThe 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 ...
March 01, 2007
Being a 'specialist' not so special anymoreIt's official. Times are changing, business is evolving ... and so is the traditional financial services firm model. In the not-so-distant past, being a "specialist" was the coveted title. Brand yourself as the "tax specialist" or the "retirement
March 01, 2007
Rich Spouse, Poor SpouseOne of the tenets of estate planning for married couples with assets over $4 million is to optimize both spouses' estate tax exemptions through the...
March 01, 2007
A.G. Edwards' Trust Wins ApprovalPre-tax earnings for A.G. Edwards in the quarter ending November 30, 2006, have risen nearly 65 percent to $124 million vs. the same period a...
March 01, 2007
Lesson 2, The Uncertainty of Death and TaxesBy now everyone has heard the widely abused clich?, first coined by Benjamin Franklin in 1789: "In this world nothing can be said to be...
February 28, 2007
Being a 'specialist' not so special anymoreIt's official. Times are changing, business is evolving ... and so is the traditional financial services firm model. In the not-so-distant past, being a "specialist" was the coveted title. Brand yourself as the "tax specialist" or the "retirement
February 18, 2007
House Minimum Wage Bill Has No Deferred Comp ProvisionsControversial provisions narrowing non-qualified deferred compensation packages that were included in Senate minimum wage legislation are unlikely to become law soon as a result of ...
February 18, 2007
House Minimum Wage Bill Has No Deferred Comp ProvisionsControversial provisions narrowing non-qualified deferred compensation packages that were included in Senate minimum wage legislation are unlikely to become law soon as a result of ...