Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Tax Payments Are Up And Insurers Are Citing Reasons
By Staff WriterTop50April0615jc206 linesFederal and foreign taxes paid nearly doubled in 2005 over 2004 for the top 50 life insurers in this category annual statement filings indicate.In ...
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...