Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June 01, 2007
A Win-Win Retirement PlanIn recent years, the country has seen a significant shift with regard to retirement, placing the onus on employees to rely on self-funded defined contribution...
May 25, 2007
Awash in a Sea of PhDsThis was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...
May 20, 2007
"Let's Do It": Making CPA Partnering Work"Before making my final decision, I want to run this by my accountant." Feel your jaw tighten. You've invested hours in masterful relationship-building, data-gathering, creative ...
May 20, 2007
"Let's Do It": Making CPA Partnering Work"Before making my final decision, I want to run this by my accountant." Feel your jaw tighten. You've invested hours in masterful relationship-building, data-gathering, creative ...
May 16, 2007
Lawmakers Sculpt Budget Resolution Estate Tax ProvisionHouse-Senate conferees today approved a budget resolution that calls for freezing estate taxes at the 2009 level and also calls for increasing funding for the ...
May 16, 2007
Lawmakers Sculpt Budget Resolution Estate Tax ProvisionHouse-Senate conferees today approved a budget resolution that calls for freezing estate taxes at the 2009 level and also calls for increasing funding for the ...
May 13, 2007
Senate Confirms Support For Estate Tax CutsThe Senate reiterated on May 9 its approval for a degree of estate tax reform going forward that the insurance industry can support.The Senate voted ...
May 13, 2007
Senate Confirms Support For Estate Tax CutsThe Senate reiterated on May 9 its approval for a degree of estate tax reform going forward that the insurance industry can support.The Senate voted ...
May 10, 2007
Senate Again Backs Limited Estate Tax Cut ProposalMembers of the Senate indicated Wednesday that they will support a strategy for cutting estate taxes that is acceptable to life insurance industry groups.Senators voted ...
May 06, 2007
AALU Hears Warnings Of Federal Action Against Insurance Tax BenefitsCongressional action that might seriously undermine the tax benefits associated with life insurance consumed much of the debate among a panel of 4 experts during ...