Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Overcoming The 60% LTD Shortfall
By Allan CheckowayIn 2006, the vast majority of U.S. corporations offer quality group long-term disability coverage to their employees with a benefit level insuring to 60% of ...
October 01, 2006
Harvest Time All the TimeFinancial planning, tax management, and investment management. At Brinton Eaton Wealth Advisors, a fee-only firm in Morristown, New Jersey, says Jerry Miccolis, a senior financial...
October 01, 2006
Taking It to The HillIndependent broker/dealers and investment advisors lobbied members of Congress with a three-pronged message during the Financial Services Institute's (FSI) Public Policy Day in Washington September...
October 01, 2006
Get Your Arms Around ItIn a conversation late in August that formed the basis for an interview in this issue, I asked Jerry Miccolis, a CFA, CFP, and an...
October 01, 2006
How to Connect with Estate-Planning AttorneysIt's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...
October 01, 2006
Getting With The ActHailed as the most sweeping reform of America's pension laws in over 30 years, the Pension Protection Act of 2006 (PPA) was signed into law...