Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Hike Proposals Likely
By Arthur D. PostalLife insurance industry lobbyists and lawyers believe that several proposals for tax increases affecting the industry will be included in the proposed budget for 2013 that the Obama administration will unveil Feb. 13.
January 26, 2012
The Buddy SystemWant to build your business? Try forming strategic alliances with other professionals, and the referrals will roll in.
January 26, 2012
Tax Season’s Approaching. Stay Educated!If your client has a non-deductible IRA, he or she could be taxed twice at distribution if records are not kept properly.
January 26, 2012
Obama to Issue Corporate Tax Overhaul Plan in FebruaryThe White House said that the corporate tax proposal would lower the 35% rate and that they would release the details simultaneous to the administrations fiscal 2013 budget plan.
January 26, 2012
On the Money: Decoding Tax RatesCould you be a 15-percenter? Here's how to decode tax rates.
January 26, 2012
Geithner Will Not Be Obama's Treasury Secretary in Second TermTreasury Secretary Tim Geithner spoke to Bloomberg Television's Trish Regan today and said that President Obama is "not going to ask me to stay on, I'm pretty confident."
January 25, 2012
Obama and Buffett Rule Make 'Good Tax Politics, Not Good Tax Policy,' Expert SaysA central focus of President Barack Obamas State of the Union address was economic fairness, and requiring the wealthiest to pay more in taxes, but tax specialists and wealth managers say hiking taxes for the rich will do nothing to fix the tax code.
January 23, 2012
Understanding the Tax Implications of Life Insurance, Part IThree producers skilled at dealing with life insurance and tax planning explain how they educated themselves and why their role matters.