Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Feds Call For 0.15% "Excess Liability" Tax
By Arthur D. PostalPresident Obama today joined with other officials to propose a new "financial responsibility fee" that could affect large insurers.
January 11, 2010
Picking Up the Pieces With a New ClientOperating an advisory business is a little like hosting a radio talk show; you never know what question or situation you're going to encounter. Both...
January 08, 2010
Long term care guides availableThe American Association for Long-Term Care Insurance announced their publication of two new guides explaining 2010 tax deductibility rules and limitations.
January 08, 2010
Healthcare reform's dilemmaHealthcare reform isn't gaining many new followers, new Gallup poll results indicate.
January 08, 2010
Long term care guides availableThe American Association for Long-Term Care Insurance announced their publication of two new guides explaining 2010 tax deductibility rules and limitations.
January 07, 2010
The new tax reform train wreckYour choice of affiliation model could soon be wirehouse, independent, bank or ... the federal government. We've learned to take at least one White House...
January 06, 2010
Roth Conversion: Fidelity Shares a ToolDeveloped by SunGard, the online Roth IRA conversion calculator can be used by broker/dealer clients of National Financial.