Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
When The Sandwich Starts To Fall Apart
By Jim ConnollyWhat do boomers who are part of the sandwich generation do when the senior-most layer starts to separate from the family structure?Financial advisors offered suggestions ...
January 07, 2007
Weighing Alternatives To The Private Annuity TrustLife can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law, and then the ...
December 17, 2006
Boomers Fear for Their Nest Eggs, But Are Wary of StocksOne might think that boomers who say their nest eggs are insufficient to provide for a comfortable retirement would heavily invest in stocks to catch ...
December 17, 2006
Experts Applaud Gains, But Warn Of Continuing ChallengesAs 2006 ends, industry experts applaud the year's positive developments, including legislative gains on Capitol Hill, continuing high interest among business owners in non-qualified deferred ...
December 17, 2006
Experts Applaud Gains, But Warn Of Continuing ChallengesAs 2006 ends, industry experts applaud the year's positive developments, including legislative gains on Capitol Hill, continuing high interest among business owners in non-qualified deferred ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 10, 2006
Leveraging the Charitable Stock BailoutThe charitable stock bailout is an attractive strategy for business owners who want to leverage their companies' closely held stock for achieving charitable planning objectives. ...
December 01, 2006
Filing a Gift Tax ReturnGenerally, a gift tax return must be filed on Form 709 if any of the following apply to your clients. They: - Gave gifts to at...