Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
October 01, 2006
How to Connect with Estate-Planning AttorneysIt's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...
October 01, 2006
Getting With The ActHailed as the most sweeping reform of America's pension laws in over 30 years, the Pension Protection Act of 2006 (PPA) was signed into law...
October 01, 2006
Get Your Arms Around ItIn a conversation late in August that formed the basis for an interview in this issue, I asked Jerry Miccolis, a CFA, CFP, and an...
September 17, 2006
Estate Tax Reform Sought As Part Of Tax Cut PackageThe Republican congressional leadership continues to search for ways to push an expensive estate tax reform package through Congress before it leaves for an extended ...
September 17, 2006
Estate Tax Reform Sought As Part Of Tax Cut PackageThe Republican congressional leadership continues to search for ways to push an expensive estate tax reform package through Congress before it leaves for an extended ...
September 03, 2006
Little Action For Industry As Congress Returns For Short SessionFending off another effort by Senate Republicans to push through an estate tax reform bill will be the focus of the life insurance industry when ...
September 03, 2006
Spend Now, Pay Later, Planners CautionFinancial advisors assail the 'spend now, pay later' habits of workers who take cash rather than roll over 401(k) money when they change jobs, according ...
September 03, 2006
Little Action For Industry As Congress Returns For Short SessionFending off another effort by Senate Republicans to push through an estate tax reform bill will be the focus of the life insurance industry when ...
September 03, 2006
Spend Now, Pay Later, Planners CautionFinancial advisors assail the 'spend now, pay later' habits of workers who take cash rather than roll over 401(k) money when they change jobs, according ...
September 01, 2006
Extending SavingsCareless treatment of retirement plan assets at the owner's death could cost beneficiaries hundreds of thousands of dollars in tax-deferred growth. However, even those with...