Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
September 01, 2006
Get Moving on New Tax ActThere is nothing like a new tax bill to give you something to talk about with your clients. The Tax Increase Prevention and Reconciliation Act...
August 13, 2006
Do Seniors Need Greater Protection Than Anyone Else?It seems as though almost every issue of the insurance trade press covers new legislative and regulatory initiatives to "protect" seniors from financial fraud and ...
August 13, 2006
Do Seniors Need Greater Protection Than Anyone Else?It seems as though almost every issue of the insurance trade press covers new legislative and regulatory initiatives to "protect" seniors from financial fraud and ...
August 13, 2006
Estate Tax Cutters: 'We'll Be Back'Supporters of deep cuts in the federal estate tax may have failed Aug. 3 to win enough votes in the Senate to force debate on ...
August 13, 2006
Estate Tax Cutters: 'We'll Be Back'Supporters of deep cuts in the federal estate tax may have failed Aug. 3 to win enough votes in the Senate to force debate on ...
August 10, 2006
UnitedHealth Postpones Filing 10-QA large managed care company says it needs more time to determine how a review of a stock option program will affect its financial statements.UnitedHealth ...
August 06, 2006
Uncertainty Over Estate Tax VoteSupporters of estate tax reform legislation that would eliminate taxes on most estates and would cost an estimated 80% of full repeal were expected to ...
August 06, 2006
Uncertainty Over Estate Tax VoteSupporters of estate tax reform legislation that would eliminate taxes on most estates and would cost an estimated 80% of full repeal were expected to ...
August 04, 2006
Vote Keeps Trifecta Bill Off Senate FloorSupporters of deep cuts in the federal estate tax failed today to win enough votes in the Senate to get H.R. 5970 onto the floor.The ...
August 03, 2006
Vote Keeps Trifecta Bill Off Senate FloorSupporters of deep cuts in the federal estate tax failed today to win enough votes in the Senate to get H.R. 5970 onto the floor.The ...