Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
An Advisor's Best Friend?
By Staff WriterClients may not be fond of filing taxes, but advisors can limn clients' financial lives using the 1040 form Every spring, advisors help their clients...
August 01, 2004
TAX ADVISOR- Look Beyond the Election YearIn a presidential election year, the chief executive and members of Congress typically are too preoccupied with campaigning to bother much with tax changes. But...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
July 12, 2004
Court Backs Attack On Charitable Split-Dollar ShelterA panel of a U.S. appeals court last week gave strong backing to federal government efforts to shut down a potentially lucrative tax shelter ...
July 01, 2004
Harvesting Those LossesAt the beginning of 2003, many observers argued that the vaunted tax efficiency of exchange traded funds was likely to be unimportant for the foreseeable...
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...