Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Move To Derail House Version Of TRIA Creates Uncertainty
By Arthur D. PostalDemand by conservatives to add tort reform provisions could kill the billWashingtonThe likelihood that some of the more innovative and controversial provisions of the ...
October 27, 2005
Moving From Financial SalespersonProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 27, 2005
Moving From Financial Salesperson To Financial AdvisorProspects can sense the difference between the twoThe tremendous benefit that accrues from status as a financial advisor is that you have no agenda, ...
October 20, 2005
Tax Reform Panel Signals Its IntentionsPresident Bush's Advisory Panel on Federal Tax Reform said October 18 that it would recommend the following changes to the President come Nov. 1: moving the current tax code structure to a consumption tax; making the deduction of home mortgage interest payments into a tax credit and lowering the mortgage...
October 01, 2005
Looking BackAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
October 01, 2005
Tax Resources on the InternetFor many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings...
September 28, 2005
Broker, Beware The Definition Of Disability TrapSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...
September 28, 2005
Broker Beware Of The Definition Of Disability TrapGo page xx with xx banner. File # LEBdisabilitycontractAB.xml Lines: 131 (including bio box) Author photo: roberts.jpg Graphic info: at bottom of this fileSometimes ...