Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
January 29, 2007
IRS Updates Life And Annuity RulesThe Internal Revenue Service is changing its procedures for dealing with life insurance contracts, annuity contracts, and variable life and annuity contracts that accidentally fail ...
January 21, 2007
Industry Alarm Over Deferred Comp CapThe life insurance industry is voicing deep concern about provisions dealing with deferred compensation that were added to legislation raising the minimum wage that was ...
January 17, 2007
Bill May Cap Non-Qual Deferred Comp Accrual At $1 MillionThe Senate Finance Committee today approved with little debate a proposal that would sharply limit executive deferred compensation plans.Insurance industry groups are saying the non-qualified ...
January 14, 2007
When The Sandwich Starts To Fall ApartWhat do boomers who are part of the sandwich generation do when the senior-most layer starts to separate from the family structure?Financial advisors offered suggestions ...
January 07, 2007
Using Capital Split-Dollar To Attract And Retain Top TalentMany closely held corporations have a difficult time finding cost-efficient executive benefit programs to attract and retain top personnel. For most corporations, the alternative is ...
January 07, 2007
Weighing Alternatives To The Private Annuity TrustLife can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law, and then the ...
January 07, 2007
Weighing Alternatives To The Private Annuity TrustLife can be so ironic and cruel. Imagine if you built your entire business on one narrow part of the tax law, and then the ...
December 17, 2006
Boomers Fear for Their Nest Eggs, But Are Wary of StocksOne might think that boomers who say their nest eggs are insufficient to provide for a comfortable retirement would heavily invest in stocks to catch ...
December 17, 2006
Experts Applaud Gains, But Warn Of Continuing ChallengesAs 2006 ends, industry experts applaud the year's positive developments, including legislative gains on Capitol Hill, continuing high interest among business owners in non-qualified deferred ...
December 17, 2006
Experts Applaud Gains, But Warn Of Continuing ChallengesAs 2006 ends, industry experts applaud the year's positive developments, including legislative gains on Capitol Hill, continuing high interest among business owners in non-qualified deferred ...