Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Part 1: The New Old Kid
By Staff WriterBack in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...
December 07, 2002
412(i) Pension Plans Maximize Tax Deductions412(i) Pension Plans Maximize Tax Deductions ByA very hot topic in the industry right now is the 412(i) qualified retirement plan. The reason is, these ...
December 03, 2002
NFIB Markets PayMaxx Payroll ServiceNU Online News Service, Dec. 3, 12:18 p.m. -- The National Federation of Independent Business, Nashville, Tenn., has agreed to market an Internet-based payroll ...
December 01, 2002
CRT RestrictionsCharitable Remainder Trusts can be funded with many types of assets. However, there exist very specific rules that need to be followed to ensure the ...
December 01, 2002
Partnership CrackdownThe Internal Revenue Service has been engaged in a major compliance effort. Increased resources have been earmarked for a handful of priority areas that the...
December 01, 2002
The Straddle Tax ShelterThe IRS provided this detailed description of a partnership straddle tax shelter, a complex manipulation involving sequential steps. 1) A corporation acquires a majority interest...
December 01, 2002
Consider TheseConsider These: Atlanta planner Rob Moody says these are the most important issues to consider when evaluating disability policies: 1.The financial strength of the insurance company. 2.Whether benefits...
November 26, 2002
Report: Advisors Should Emphasize Tax EfficiencyNU Online News Service, Nov. 26, 2:43 p.m. -- The Money Management Institute, Washington, has published a report on tax strategies that top sales ...