Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
October 18, 2007
IRS Updates Minimums And MaximumsThe Internal Revenue Service has applied 2008 tax year inflation adjustments to dollar limitations for pension plans, long term care insurance tax breaks and other ...
October 18, 2007
IRS Updates Minimums And MaximumsThe Internal Revenue Service has applied 2008 tax year inflation adjustments to dollar limitations for pension plans, long term care insurance tax breaks and other ...
October 14, 2007
Wealth Transfer: Money Matters, But So Does Tax StatusFor years, financial professionals have helped clients accumulate assets to fund retirement using a variety of investment vehicles, each with its own advantages. With the ...
October 14, 2007
Leveraging The Multiple Tax Advantaged TrustIn 2001, the U.S. Congress passed the Economic Growth Tax Reconciliation and Recovery Act, which contained provisions to eliminate the federal estate tax code and ...
October 14, 2007
Wealth Transfer: Money Matters, But So Does Tax StatusFor years, financial professionals have helped clients accumulate assets to fund retirement using a variety of investment vehicles, each with its own advantages. With the ...
October 14, 2007
Leveraging The Multiple Tax Advantaged TrustIn 2001, the U.S. Congress passed the Economic Growth Tax Reconciliation and Recovery Act, which contained provisions to eliminate the federal estate tax code and ...
October 12, 2007
Out With the AMTThirty million Americans would be saved from the Alternative Minimum Tax (AMT) under a bill that was introduced by House Republicans October 11, its sponsors say.
October 07, 2007
VA Suitability Rule 2821: What To Do NowAfter 3 years of debate, the Financial Industry Regulatory Authority's new variable annuity suitability rule is now a reality. This immediately raises the question, what ...
October 07, 2007
VA Suitability Rule 2821: What To Do NowAfter 3 years of debate, the Financial Industry Regulatory Authority's new variable annuity suitability rule is now a reality. This immediately raises the question, what ...
October 01, 2007
Green Tax BenefitsThere are several bills in Congress in various stages of debate. A few environmentally aware highlights that may affect your clients' plans include: Smaller...