Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Companies Start To Feel Toll Of New FASB Rule on DAC
By Jim ConnollyA new accounting requirement affecting treatment of deferred acquisition costs will be costing insurance companies millions of dollars, according to quarterly earnings reports.Two major life ...
February 01, 2007
Beginning This MonthTax Talk Today will begin providing to Investment Advisor readers quarterly highlights of the tax planning content of its popular, authoritative Webcasts. Brought to viewers...
February 01, 2007
Who's Who in the 110thWith the democrats in control of Congress comes new committee assignments. For instance, the Senate Finance Committee is now headed by Max Baucus. The Montana...
February 01, 2007
It's That Time AgainWith filing season upon us, the Tax Talk Today Webcast series has dedicated its recent programs to those issues near and dear to the heart...
January 29, 2007
IRS Updates Life And Annuity RulesThe Internal Revenue Service is changing its procedures for dealing with life insurance contracts, annuity contracts, and variable life and annuity contracts that accidentally fail ...
January 29, 2007
IRS Updates Life And Annuity RulesThe Internal Revenue Service is changing its procedures for dealing with life insurance contracts, annuity contracts, and variable life and annuity contracts that accidentally fail ...
January 21, 2007
Industry Alarm Over Deferred Comp CapThe life insurance industry is voicing deep concern about provisions dealing with deferred compensation that were added to legislation raising the minimum wage that was ...
January 17, 2007
Bill May Cap Non-Qual Deferred Comp Accrual At $1 MillionThe Senate Finance Committee today approved with little debate a proposal that would sharply limit executive deferred compensation plans.Insurance industry groups are saying the non-qualified ...