Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
October 01, 2007
Love Those Taxes!Just a year ago in an Investment Advisor cover story and follow-up (October 2006, "Eureka," and November 2006 Wealth Advisor column, "Digging Deeper"), we described...
October 01, 2007
"In the Know": Carried Interest and Municipal BondsWhen this article was being written, the debate continued in Washington regarding the tax rate on carried interest. Today, it is taxed at the capital...
September 30, 2007
Five Secrets to Marketing to CPAs and LawyersMost financial advisors have experienced a CPA or lawyer acting as a "deal killer," one who tells the client not to implement the financial advisor's ...
September 30, 2007
Five Secrets to Marketing to CPAs and LawyersMost financial advisors have experienced a CPA or lawyer acting as a "deal killer," one who tells the client not to implement the financial advisor's ...
September 11, 2007
Old Mutual Restricts Use Of Professional TitlesOld Mutual Financial Network has responded to the recent controversy about professional designations by limiting the designations independent producers can use when selling Old Mutual ...
September 11, 2007
Old Mutual Restricts Use Of Professional TitlesOld Mutual Financial Network has responded to the recent controversy about professional designations by limiting the designations independent producers can use when selling Old Mutual ...
September 02, 2007
Choosing The Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
September 01, 2007
After the Estate Plan . . .Don't you love it when a client follows your recommendations to the letter? Consider, for instance, the following common scenario: Taking your sage advice to heart,...
August 19, 2007
AALU's Cadin Tells LIMRA: Tax Reform Poses Greatest ThreatThe life insurance community continues to face legislative proposals on a host on issues--most notably tax reform--that if not countered by united industry action could ...
August 19, 2007
AALU's Cadin Tells LIMRA: Tax Reform Poses Greatest ThreatThe life insurance community continues to face legislative proposals on a host on issues--most notably tax reform--that if not countered by united industry action could ...