Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Cetera Completes Genworth Financial Acquisition
By John SullivanCetera Financial Group, the renamed and rebranded broker-dealer group once owned by ING and now owned by the private equity firm Lightyear Capital, announced on Monday that it has completed the acquisition of Genworth Financial Investment Services.
April 02, 2012
5 Important Steps to Update Estate PlansEstate plans are valid at the time they are signed, but sometimes years or decades pass before they come into play and circumstances change.
April 02, 2012
Businesses Protest Proposed Indian Tax PlanA letter sent by seven overseas business groups that represent some 250,000 companies warned Prime Minister Manmohan Singh of India that a proposed taxation plan being considered by the Indian government is causing those companies to reconsider their presence in India.
April 01, 2012
The Estate Plan: IRA RolloversSidestep tax traps. If a 401(k) rollover is not done properly, your client could be in for a big surprise.
April 01, 2012
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 MillionWhite paper shows how investors can use trusts, life insurance and annuities to pass millions through exemptions expiring at year end.
April 01, 2012
Estate Planners: 9 Months Left for Tax-Free Transfer of $10 MillionWhite paper shows how investors can use trusts, life insurance and annuities to pass millions through exemptions expiring at year end.
March 31, 2012
The Estate Plan: IRA RolloversSidestep tax traps. If a 401(k) rollover is not done properly, your client could be in for a big surprise.
March 31, 2012
‘Stop! Don’t forget to leave enough in the plan!’How old your client is when he decides to roll over his 401(k) could determine whether the entire amount should be transferred.