Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June 18, 2007
Bill Would Tax Publicly Traded Partnerships as CorporationsSenators Max Baucus (D-Montana) and Chuck Grassley (R-Iowa) introduced legislation June 14 that would tax as corporations all publicly traded partnerships that directly or indirectly derive income from investment adviser or asset management services.
June 10, 2007
Budget Resolution Provides Stronger Feel For Estate Tax FutureWhile still subject to change, congressional action last month signaling reform, not repeal, of the estate tax "is strong enough to give some indication as ...
June 10, 2007
Budget Resolution Provides Stronger Feel For Estate Tax FutureWhile still subject to change, congressional action last month signaling reform, not repeal, of the estate tax "is strong enough to give some indication as ...
June 08, 2007
Sunshine State Suspends LTC CarrierFlorida regulators want to shut an insurer out of the state's long term care insurance market for 12 months because of concerns about a financial ...
June 08, 2007
Sunshine State Suspends LTC CarrierFlorida regulators want to shut an insurer out of the state's long term care insurance market for 12 months because of concerns about a financial ...
June 07, 2007
A Vocation to Serve Others: Financial Planning - The Process and the PersonWhat is financial planning? In defining what financial planning is not, let me quote from Mark Twain: "When your outgo exceeds your income, your upkeep will be your downfall." Financial planning is a
June 06, 2007
A Vocation to Serve Others: Financial Planning - The Process and the PersonWhat is financial planning? In defining what financial planning is not, let me quote from Mark Twain: "When your outgo exceeds your income, your upkeep will be your downfall." Financial planning is a
June 03, 2007
The Art Of The PossibleAs I write this, a bipartisan group in the Senate with the support of the president has brought forth a proposal for immigration reform. Debate ...
June 01, 2007
The Independent AdvantageIf you're an independent advisor, take a few seconds and feel the love. Industry research shows that more investors who chose an advisor within the...
June 01, 2007
'Income in Repect of a Decedent'James W. Coleman Sr., president of Coleman Financial Advisory Group in Waterbury, Conn., is on a mission -- and he thinks you should be too....