Tax Planning Articles

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Two Bridges

by Bill Bachrach

Crossing the second relationship bridge with clients brings a big payoff.

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Energy Renaissance

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Gregory Reid specialized in MLP investments early on and is now reaping rewards for shareholders.

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Is The Party Growing Old For VUL?

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These life insurance policies have benefited greatly from the bull market, but questions remain.

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The Cost Of Sloppy Bookkeeping

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Whenever the financials become suspect -- either for a multinational tech giant or an American small business -- it affects company valuation, but by how much?

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Parents Struggle To Save For College, CFP Board Finds

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Parents' own student loan debt prevents them from saving for their children’s college expenses, a CFP Board survey has found.

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Romney-Sized IRAs Get Scrutiny As U.S. Studies Tax Breaks

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About 9,000 U.S. taxpayers have each accumulated at least $5 million in IRAs, said the GAO, raising questions about some investors’ tax-advantaged returns.

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Domestic Partnership Designation Valuable For Advisors

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Same-sex couples have higher incomes and less unemployment than average, so they are just the people financial planners want to have as clients, an expert says.

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Permanent Life Insurance Underutilized, Says Northwestern Mutual

by FA Staff

Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.

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No Free Lunch For Companies As IRS Weighs Tax-Exempt Meal Rules

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The Internal Revenue Service is taking a closer look at free meals as a popular tax-exempt perk offered by companies such as Google.

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Great-West Financial Acquires J.P. Morgan Retirement Plan Services

by FA Staff

The acquisition makes Great-West Financial the second largest provider in the U.S. defined contribution market with nearly 7 million participants, says the firm.

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