Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Payments Are Up--For Many Reasons
By Jim ConnollyFederal and foreign taxes paid in 2005 nearly doubled over 2004 for the top 50 life insurers in this category, annual statement filings indicate.In 2005, ...
April 04, 2006
Tax Payments Are Up And Insurers Are Citing ReasonsTop50April0615jc206 linesFederal and foreign taxes paid nearly doubled in 2005 over 2004 for the top 50 life insurers in this category annual statement filings indicate.In ...
April 01, 2006
Solving the 419 Plan PuzzleDon't you suspect that if you could afford the best accountants, you, too, would be privy to the tax-saving secrets reserved for the business elite?...
April 01, 2006
Lifelong LearnersThere are many advisory firms that place a premium on continuing education and professional accreditation. Depending on its business model, it's not uncommon for a...
March 26, 2006
Making The Most Of Tax SeasonTax time may generate high anxiety for millions of Americans rushing to get their returns filed on time. But for advisors, the season is an ...
March 01, 2006
Tax EvasivenessIt's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...
February 01, 2006
Advisor Groups Warn About Tax Reform, Praise Bush Health IdeasOrganizations that represent insurance agents and other financial professionals say they are happy with what President Bush left out of his State of the Union ...