Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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 ...
May 01, 2007
Is "the close" pass??When asked many years ago how he won an important game, then-Indiana University basketball coach Bobby Knight famously (or infamously) told the intrepid reporter, "We scored more points than they did." When the reporter wouldn't accept that most
May 01, 2007
For Tax Exempts, Big Tax ChangesAs filing season winds down this month, tax practitioners (and advisors who work with practitioners on behalf of their clients) can breathe easier, but only...
April 30, 2007
Is "the close" pass??When asked many years ago how he won an important game, then-Indiana University basketball coach Bobby Knight famously (or infamously) told the intrepid reporter, "We scored more points than they did." When the reporter wouldn't accept that most
April 29, 2007
NQ Deferred Comp Limit Provisions Stripped From Legislation--For NowThe life insurance industry last week edged closer to its goal of having tax provisions that would have limited non-qualified deferred compensation packages stripped from ...
April 25, 2007
Symetra Financial to Acquire Medical Risk Managers, Inc.Symetra Financial, Bellevue, Wash., has announced a definitive agreement to acquire Medical Risk Managers, Inc. (MRM) of South Windsor, Conn. The deal is expected to close by the end of second quarter 2007 and be accretive to earnings during the
April 23, 2007
Comp Rider Cut From Wage BillWASHINGTON--The life insurance industry late Friday edged closer to its goal of having deferred compensation provisions stripped from pending minimum wage legislation.The National Association of ...
April 23, 2007
Comp Rider Cut From Wage BillWASHINGTON--The life insurance industry late Friday edged closer to its goal of having deferred compensation provisions stripped from pending minimum wage legislation.The National Association of ...
April 18, 2007
Tax Holiday Over for Fund ShareholdersA study from Lipper released April 17 says that buy-and-hold shareholders paid $23.8 billion in taxes on a record high $418.5 billion in distributions in 2006; that's a big bite out of total returns.