Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
NAIC Panel Proposes Tax Changes
By Allison BellThe Financial Condition Committee at the National Association of Insurance Commissioners is seeking comments on a proposal that could change the way insurers handle deferred tax assets.
November 01, 2009
Estate Tax Extension Seen By Year-End, But Not Permanent FixAssociation for Advanced Life Underwriting officials believe that before Congress recesses it will extend the 2009 estate tax levels for another year, but won't deal with permanent reform until next year.
November 01, 2009
Showing Problem Clients The Door"Mr. Jones, I regret to have to tell you this, but...we have to go our separate ways. That's right. After reevaluating our relationship, I've decided that we're not cut out for each other.
November 01, 2009
The Next Economic DebacleWhen reservation at this well-known midtown Mexican place, I had no idea it doubled as a back entrance to the Ed Sullivan Theater, the home...
November 01, 2009
Why Adopt Global Standards, Anyway?Over the last decade, the world's accounting standard-setters have been working on "converging" local and global accounting standards. Central to these efforts has been the...
November 01, 2009
Annuity Analytics: Back to BasicsIn my recent travels through the world of retirement income planning, it seems to me that many industry participants have forgotten two important facts...
October 29, 2009
Help For Roth IRA ConversionsA large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.
October 29, 2009
Help For Roth IRA ConversionsA large mutual fund company is providing financial advisors with tools and materials to use in assisting clients with Roth individual retirement account conversions.