Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
AIG Announces New Restatement
By Staff WriterAmerican International Group Inc. says it will be delaying the release of its third-quarter earnings and restating all financial statements published since 2002 to ...
November 01, 2005
A New Era in Retirement PlanningThere were more than 400 new tax rules in the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA), and most went into effect...
October 27, 2005
Trickle My FancyTrickle My FancyI have never understood the much-vaunted trickle-down economic theory and how it was supposed to work.And since the theory never has worked ...
October 27, 2005
Moving From Financial SalespersonProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 27, 2005
Moving From Financial Salesperson To Financial AdvisorProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 20, 2005
Tax Reform Panel Signals Its IntentionsPresident Bush's Advisory Panel on Federal Tax Reform said October 18 that it would recommend the following changes to the President come Nov. 1: moving the current tax code structure to a consumption tax; making the deduction of home mortgage interest payments into a tax credit and lowering the mortgage...
October 01, 2005
Looking BackAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
October 01, 2005
Tax Resources on the InternetFor many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings...