Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
July 01, 2004
Power of AttorneySometimes a glance in the rearview mirror can be invaluable --say, if you're being pursued by your evil nemesis in a high-speed car chase, or...
July 01, 2004
FORMULAS FOR SUCCESS- Not Your Father's Bean CountersIt's no secret among independent financial advisors that accounting firms--a traditional source of client referrals--have been steadily making inroads into the advice business themselves. The...
July 01, 2004
Bird in HandRegulators are cracking down on abusive sales tactics by broker/dealers selling annuities. But sales of variable annuities--and, particularly, immediate annuities--continue to grow at a healthy...
July 01, 2004
Left BehindDoes a person ever face more difficult decisions while less able to think clearly than when his or her spouse has just died? Surviving spouses face...
June 30, 2004
Serving an Empowered ClienteleThe national spotlight on same-sex marriages this year has heightened interest in financial planning among gays and lesbians. But producers aiming to penetrate this market ...
June 28, 2004
House Responds to Senate-Passed Jobs PackageRecently, Chairman Thomas introduced the American Jobs Creation Bill in the House of Representatives for passage. Similar to the recently passed Senate Jumpstart Our Business...
June 24, 2004
The Estate Tax: Its Simple DecencyTo The Editor:One of your readers, a Mr. Charles Gorenberg, wrote in recently to argue against the estate tax. He accused people who support the ...
June 17, 2004
Head Of Reverse Mortgage Group Says Article Was 'Tainted'Head Of Reverse Mortgage Group Says Article Was TaintedTo The Editor:We are writing to urge you to consider ways to amend your publications taint of ...
June 10, 2004
Are SEP-IRA Contributions Subject To Self-Employment Tax?Are SEP-IRA Contributions Subject To Self-Employment Tax?A Simplified Employee Pension (SEP) is a traditional individual retirement account that may accept expanded employer contributions, including contributions ...
June 10, 2004
Executive Benefits for S Corp Owners And Key EmployeesExecutive Benefits for S Corp Owners and Key EmployeesBy Mark WestOwners and key employees of S corporations face the same retirement gap as their counterparts ...