Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
April 13, 2008
It's Time For An Executive Benefits Tune-UpIf you work with business owners or executives, in 2008 you have both an opportunity and an obligation to offer value in the area of ...
April 06, 2008
Why PPA's LTC Provisions Are Turning HeadsWithout doubt, the passage of the Pension Protection Act of 2006, which extends the Health Insurance Portability and Accountability Act's favorable treatment of combination life ...
April 06, 2008
Why PPA's LTC Provisions Are Turning HeadsWithout doubt, the passage of the Pension Protection Act of 2006, which extends the Health Insurance Portability and Accountability Act's favorable treatment of combination life ...
April 01, 2008
Seven StepsIn forging a strong interdisciplinary advisory team there are a number of issues to face, including: Sharing Client Information: This is a big issue from one...
April 01, 2008
When Segregation Is GoodAssumptions Value of Building $3,000,000 Tax Bracket 35% Discount Rate 5.00% A B No Cost...
April 01, 2008
Wedge IssueMany taxpayers and even their advisors may be unaware that recent tax code changes now provide for an accelerated depreciation deduction beyond that which is...
March 24, 2008
Top story: Getting a handle on variable annuity sales best practices"Every client who comes into my office gets a financial plan, be it fee-based or non-fee based," says Lori Rogers.
March 23, 2008
Top story: Getting a handle on variable annuity sales best practices"Every client who comes into my office gets a financial plan, be it fee-based or non-fee based," says Lori Rogers.
March 19, 2008
Quiz question: Tax treatmentWhat is the tax treatment on guaranteed lifetime withdrawals or other partial withdrawals and loans made against a variable annuity?
March 18, 2008
Quiz question: Tax treatmentWhat is the tax treatment on guaranteed lifetime withdrawals or other partial withdrawals and loans made against a variable annuity?