Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Left Behind
By Staff WriterDoes 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 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 ...
June 09, 2004
FRC: Indy-k Assets Could Double By Year EndNU Online News Service, June 9, 2004, 3:59 p.m. EDT -- Individual 401(k) plans could have $3 billion in assets by the end of ...
June 01, 2004
THE TAX ADVISOR- Helping Clients Avoid WorkA million bucks just ain't what it used to be. There was a time when prevailing wisdom in this country said that if you amassed...
June 01, 2004
THE PLAYING FIELD- Serving the Not-So-WealthyRon Peremel has created a referral Web site that provides a smart way to remedy one of the industry's conundrums: serving middle-market America. Peremel launched...