Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
House Responds to Senate-Passed Jobs Package
By Staff WriterRecently, Chairman Thomas introduced the American Jobs Creation Bill in the House of Representatives for passage. Similar to the recently passed Senate Jumpstart Our Business...
June 10, 2004
Are SEP-IRA Contributions Subject To Self-Employment Tax?Are SEP-IRA Contributions Subject To Self-Employment Tax?A Simplified Employee Pension (SEP) is a traditional individual retirement account that may accept expanded employer contributions, including contributions ...
June 10, 2004
Executive Benefits for S Corp Owners And Key EmployeesExecutive Benefits for S Corp Owners and Key EmployeesBy Mark WestOwners and key employees of S corporations face the same retirement gap as their counterparts ...
June 09, 2004
FRC: Indy-k Assets Could Double By Year EndNU Online News Service, June 9, 2004, 3:59 p.m. EDT -- Individual 401(k) plans could have $3 billion in assets by the end of ...
June 01, 2004
THE TAX ADVISOR- Helping Clients Avoid WorkA million bucks just ain't what it used to be. There was a time when prevailing wisdom in this country said that if you amassed...
June 01, 2004
THE PLAYING FIELD- Serving the Not-So-WealthyRon Peremel has created a referral Web site that provides a smart way to remedy one of the industry's conundrums: serving middle-market America. Peremel launched...
May 27, 2004
'Death Tax'? No! It's 'The Jealousy Tax'Death Tax? No! Its The Jealousy TaxTo The Editor:I agree 100% with Mr. Piontek that the use of "death tax" as a euphemism for the ...
May 20, 2004
Financing Boomers Move To EntrepreneurshipBySome boomers plan to be entrepreneurs when they retire from full-time work.For example, they plan to do consulting, set up a small photo or art ...