Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
June 14, 2005
Keep It Simple Summary GraphicForm Of Organization Potential Solution Evaluation C Corporation Owners Split Dollar Less advantageous than before; tax leverage decreased Executive Bonus Probably ...
June 14, 2005
Closer To Breaking The Deadlock?Senators of both parties are talking, but it may be mainly talkWashingtonEfforts are under way in the Senate to break the deadlock over repeal ...
June 14, 2005
Using Restricted Eec Bonus ArrangementsRunning a successful business in today's world is not an easy task--it takes the commitment of a talented team of knowledgeable executives. Their expertise ...
June 14, 2005
MetLife AudetFinancial Planning Approach to Selling Executive BenefitsBy Bernard AudetMany producers who work in executive benefits focus exclusively on the market. But a comprehensive approach ...
June 14, 2005
Customized Benefits For Selected EecutivesAttracting and retaining key executives calls for using benefit programs that are individually tailored to each key employee according to his or her contribution ...
June 14, 2005
The Bewildering Number Of Mortgage ChoicesBoomers looking for help selecting a mortgage from the growing array of choices may find there are almost as many opinions among advisors on ...
June 08, 2005
Circular 230Things Are A-ChanginStricter rules for the written advice practitioners give taxpayersWhy has Circular 230--a set of regulations for individuals who practice before the IRS--been such a ...
June 06, 2005
&Rating Agency: No AIG Liquidity Issues SeenStandard & Poor's analysts have expressed confidence that American International Group Inc. does not face serious liquidity issues as a result of its recent ...
June 05, 2005
On EmbarrassmentIt seems like Senate Majority Leader Bill Frist finally is going to achieve his long articulated but equally long unrealized ambition to bring legislation to ...