Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Marsh May Cut Jobs, Will Cut Dividend
By Allison BellThe cost of handling compensation investigations and other regulatory matters hit earnings hard during the fourth quarter of 2004 at a big New York ...
February 23, 2005
Something New To Talk About In Group DISomething New To Talk About In Group DIByBeing able to bring your clients new ideas in disability, let alone new ideas about adding value to ...
February 01, 2005
Divorce and Taxes: Alimony & PensionsThe courts and the IRS have been very active recently in the divorce arena. Developments in nonalimony designations, dependency waivers, interest, retirement plans, IRAs, stock...
January 25, 2005
GOP Lawmakers Keep Estate Taxes On AgendaRepublican congressional leaders have included the "death tax," private Social Security accounts, health savings accounts and long term care insurance on their priority list ...
January 20, 2005
IRS Updates Life Contract DefinitionA new federal tax ruling could change the way some life insurers account for "qualified additional benefits" and force some to make $50,000 in ...
January 19, 2005
Enliven your career by telling storiesIf we want to teach concepts that to clients are foreign and complicated, the most effective way to do so is to use stories, says Scott Farnsworth.
January 01, 2005
Do VAs Ever Make Sense?As this new quarterly column makes clear, the answer is both yes and no. You'll have to do the math to find the right solution...
January 01, 2005
Exchange OpportunitiesAdvisors looking for tax-deferral opportunities for clients might want to consider 1031 exchanges. A 1031 like-kind exchange occurs when a taxpayer sells business property and...