Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
April 01, 2006
Lifelong LearnersThere are many advisory firms that place a premium on continuing education and professional accreditation. Depending on its business model, it's not uncommon for a...
March 26, 2006
Making The Most Of Tax SeasonTax time may generate high anxiety for millions of Americans rushing to get their returns filed on time. But for advisors, the season is an ...
March 01, 2006
Tax EvasivenessIt's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...
February 01, 2006
Advisor Groups Warn About Tax Reform, Praise Bush Health IdeasOrganizations that represent insurance agents and other financial professionals say they are happy with what President Bush left out of his State of the Union ...
February 01, 2006
Advisor Groups Warn About Tax Reform, Praise Bush Health IdeasOrganizations that represent insurance agents and other financial professionals say they are happy with what President Bush left out of his State of the Union ...
February 01, 2006
Getting ReadyWhile every year has its changes in terms of new and changed tax laws, the 2006 filing season presents a special challenge to the practitioner...
February 01, 2006
Reform Is in the AirOfficials in Washington expect Congress to pass legislation early this year that would shore up the nation's ailing pension system and provide tax breaks to...
January 01, 2006
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
January 01, 2006
The Case for Loss HarvestingThe presence of taxes should affect the way an investment portfolio is managed, but most portfolio managers are not sensitive to tax issues. Indeed, investment...
January 01, 2006
Financial Planning's FutureFinancial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...