Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Community Affair
By Staff WriterNobody likes paying taxes. But investing in an affordable housing tax credit program allows investors to take some of the pain out of this lifelong...
July 12, 2004
Court Backs Attack On Charitable Split-Dollar ShelterA panel of a U.S. appeals court last week gave strong backing to federal government efforts to shut down a potentially lucrative tax shelter ...
July 01, 2004
Harvesting Those LossesAt the beginning of 2003, many observers argued that the vaunted tax efficiency of exchange traded funds was likely to be unimportant for the foreseeable...
July 01, 2004
Power of AttorneySometimes a glance in the rearview mirror can be invaluable --say, if you're being pursued by your evil nemesis in a high-speed car chase, or...
July 01, 2004
FORMULAS FOR SUCCESS- Not Your Father's Bean CountersIt's no secret among independent financial advisors that accounting firms--a traditional source of client referrals--have been steadily making inroads into the advice business themselves. The...
July 01, 2004
Bird in HandRegulators are cracking down on abusive sales tactics by broker/dealers selling annuities. But sales of variable annuities--and, particularly, immediate annuities--continue to grow at a healthy...
July 01, 2004
Left BehindDoes a person ever face more difficult decisions while less able to think clearly than when his or her spouse has just died? Surviving spouses face...
June 30, 2004
Serving an Empowered ClienteleThe national spotlight on same-sex marriages this year has heightened interest in financial planning among gays and lesbians. But producers aiming to penetrate this market ...