Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
August 19, 2008
Advisors neglect tax managementAccording to an SEI Advisor Quick Poll, 95 percent of financial advisors aren't doing right by their clients regarding tax management, despite 97 percent saying...
August 18, 2008
Court Rules Against IRS's Tax Position on Insurance Company DemutualizationA recent federal court decision ruled against the IRS's stance that policyholders who receive stock in a mutual-to-stock conversion of an insurance company--known as a demutualization--must pay taxes on the proceeds when the stock is sold.
August 17, 2008
Listen Up: Why Hearing Benefits MatterMany companies include dental and vision benefits in their employee benefits packages but underestimate the value of hearing benefits. A few insurance providers are leading ...
August 17, 2008
Listen Up: Why Hearing Benefits MatterMany companies include dental and vision benefits in their employee benefits packages but underestimate the value of hearing benefits. A few insurance providers are leading ...
August 08, 2008
Citi-New York Deal: A Win-Win? (Aug. 8, 2008)While New York Attorney General Andrew M. Cuomo and Citibank say they are "pleased" with their recent auction rate securities, or ARS, settlement reached August 7, at least one industry veteran is app
August 06, 2008
When has capitalism not worked?Chicken and egg, cart before the horse -- pick any of the obvious clich?s. Here's an old point, but one worth repeating in the run-up...
August 03, 2008
Companies Need To Prepare For SEC Nod On International AccountingA leading accountant offered ways that companies should begin to prepare for international accounting changes that are expected to become requirements when the U.S. Securities ...
August 03, 2008
Companies Need To Prepare For SEC Nod On International AccountingA leading accountant offered ways that companies should begin to prepare for international accounting changes that are expected to become requirements when the U.S. Securities ...
August 01, 2008
Planning Ahead for the 2010 Roth ConversionBy now, most financial advisors should know about the ability to convert tax-deferred traditional IRA accounts to tax-free Roth IRAs, which became law in the tax reform enacted in 1997. In the tax reform legislated in 2006, the conversion
August 01, 2008
How TIPRA Can Help Your Clients Move Assets with No Capital Gains TaxMany Americans hold on to their long-term capital assets for two reasons. First, they simply do not want to pay capital gains taxes, and second, they don't want to lose the tax benefit that the stepped-up basis at death provides to their