Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
January 01, 2008
How To Escape The IRA Tax Monster$16.6 trillion: According to the Investment Company Institute in Washington, that's how much money Americans have stashed in qualified retirement plans as of the end ...
January 01, 2008
How To Escape The IRA Tax Monster$16.6 trillion: According to the Investment Company Institute in Washington, that's how much money Americans have stashed in qualified retirement plans as of the end ...
January 01, 2008
The Conversion ConversationLast September while at the FPA National Convention in Seattle, I was doing my usual thing: trolling the hallways for interesting conversations and ideas to...
December 31, 2007
The art of the seminarPhillip J. Cannella III has the art of the seminar down to a science. Cannella, president and CEO of First Senior Financial Group in King of Prussia, Pa., has been working in the senior market for the past 33 years. In that time, he has gone
December 24, 2007
Expansion of AMT Put OffA flurry of last-minute legislative action by the 110th Congress included a bill that postpones by a year expansion of the alternative minimum tax to millions of taxpayers--from four million to 25 million, according to the White House, which said President Bush would sign the bill.
December 09, 2007
Finding Charitable Uses For Non-Qualified Deferred CompThe following illustrates a common tax planning scenario for high net worth clients and an insurance-based solution for satisfying their goals.Will and Sarah Wald have ...
December 09, 2007
Finding Charitable Uses For Non-Qualified Deferred CompThe following illustrates a common tax planning scenario for high net worth clients and an insurance-based solution for satisfying their goals.Will and Sarah Wald have ...
December 07, 2007
Senate Passes AMT BillThe Senate approved legislation December 6 designed to shield some 19 million American families from being hit by the alternative minimum tax (AMT) this year.
December 01, 2007
Give, WiselyNo one need be extremely wealthy anymore to participate in charitable giving through donor advised funds (DAFs), but they can be, and some participants have...
December 01, 2007
The Mourning AfterAs the december holiday season approaches, we want and expect it to be a time of joy, warmth, and intimacy with family and friends. But...