Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
August 09, 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 ...
August 09, 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 ...
August 08, 2007
KMG CEO Discusses Talks With Possible SuitorsExecutives at the holding company that bought Kanawha Insurance Company in 2004 are engaged in "advanced negotiations" with parties that might want to acquire the ...
August 05, 2007
Five Mistakes Beginning Annuity Producers MakeBecause placing annuities is not just a transaction, the producer needs to know the how-to's. Here are 5 mistakes that new producers must avoid.1. Selling ...
August 05, 2007
Five Mistakes Beginning Annuity Producers MakeBecause placing annuities is not just a transaction, the producer needs to know the how-to's. Here are 5 mistakes that new producers must avoid.1. Selling ...
August 02, 2007
Wachovia Unit Offers Weight-Loss Program To EmployersA bank-owned insurance brokerage has chosen a weight-loss services vendor.Wachovia Insurance Services, a division of Wachovia Corp., Charlotte, N.C., has agreed to offer a weight-loss ...
August 01, 2007
The Tax AdvantageIn 2003, the federal tax rate on qualifying dividends from U.S. companies, international companies that trade on the U.S. market, and international companies domiciled in...
August 01, 2007
The IRS Is Getting TougherActing IRS Commissioner Kevin Brown told Tax Talk Today viewers that the IRS has made significant progress in recent years in terms of enforcement: Overall revenues...
August 01, 2007
Buyer's RemorseAs the summer begins to wane, many people yearn for that feeling of tranquility and bliss they felt while vacationing at the beach or in...
August 01, 2007
What Do CPAs Really Want?When consultant Libby Dubick wrote a column recently on getting referrals from certified public accountants, she was deluged with calls and e-mail from frustrated financial...