Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
July 28, 2006
Estate Tax Row Stalls Pension BillPension bill negotiations ended Thursday night as a result of a dispute about whether the package that includes the pension bill should include a provision ...
July 24, 2006
The 60% LTD ShortfallIn 2006, the vast majority of U.S. corporations offer quality group long-term disability coverage to their employees with a benefit level insuring to 60% of ...
July 24, 2006
The 60% LTD ShortfallIn 2006, the vast majority of U.S. corporations offer quality group long-term disability coverage to their employees with a benefit level insuring to 60% of ...
July 21, 2006
Bill Might Tie Estate Tax Reform To Minimum Wage HikeSome Democrats want to link cuts in estate taxes with an increase in the income of the country's poorest workers.Leaders of the Association for Advanced ...
July 02, 2006
Estate Tax Vote Delay May Reduce Odds For ReformA decision last week by the Senate Republican leadership to postpone a vote on a bill on estate tax reform until after Congress returns from ...
July 02, 2006
Estate Tax Vote Delay May Reduce Odds For ReformA decision last week by the Senate Republican leadership to postpone a vote on a bill on estate tax reform until after Congress returns from ...
July 01, 2006
Team PlayerStuart Zimmerman WILLINGLY gives credit to his partners for the success of the firms they've built. Zimmerman is particularly proud of Buckingham's zeal for academic...
July 01, 2006
Transfer Time, Part 2This second installment continues to review the strategies that are used by planners to assist their clients in conserving the wealth they have accumulated in...
July 01, 2006
Extension ExplicationWhile a number of the provisions in the recently passed $70 billion tax package, the "Tax Increase Prevention and Reconciliation Act of 2005," will have...
July 01, 2006
Serving the Middle MarketThe smaller client -- John and Jane Jones with family savings of $75,000 -- used to be the bread and butter of most wirehouses. That...