Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
May 25, 2008
Seminar Sales Drying Up? Try Client Marketing EventsSome advisors find that sales seminars aren't as effective as they used to be. Regulators have tarnished the reputation of this proven sales technique with ...
May 22, 2008
Survey: PPA Slowed Pension Plan LossThe federal Pension Protection Act of 2006 seems to have slowed large U.S. employers' exodus from the defined benefit pension system.Consultants at Watson Wyatt Worldwide, ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...
May 18, 2008
Tax Storms AheadAn early warning: The stars are aligning for major changes in the makeup of the U.S. government and its tax policy over the next several ...
May 18, 2008
Tax Storms AheadAn early warning: The stars are aligning for major changes in the makeup of the U.S. government and its tax policy over the next several ...
May 18, 2008
AIG Losses Foretell More Industry Problems, One Analyst PredictsAmerican International Group's record net income loss may be only the tip of the iceberg for an insurance industry that could still suffer significant net ...
May 18, 2008
AIG Losses Foretell More Industry Problems, One Analyst PredictsAmerican International Group's record net income loss may be only the tip of the iceberg for an insurance industry that could still suffer significant net ...
May 13, 2008
Witness: Congress Will Avoid Estate Tax HolidayCongress will need to address the estate tax as it seeks to simplify the tax code as a whole, experts told the Senate Finance committee ...
May 11, 2008
Wealth Transfer Planning Helps Minimize Taxes And Maximize GiftsFor individuals looking to minimize their taxes and maximize their gifts to their heirs or loved ones, lifetime wealth transfer planning may be the answer. ...