Fill a hole in your client's Medicare coverage.
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Earn 3,750 rewards points for every $300,000 of qualifying American Equity Production.
Identifying all possible deductions will reduce a client's income tax liability and allow them to build wealth more rapidly.
If you're familiar with this part of the tax code, you may have a stronger value proposition for the higher-net-worth client.
For half of premium tax credit users, income prediction problems slashed refunds.
There are ways to lower your clients' taxes that don't ask you to predict the future or rely on complicated computer algorithms.
Is the variable annuity the most innovative product to generate 'tax alpha?'
These seven witticisms will make your tax season a little brighter.
Every advisor should know and understand these incongruities between long-term care Medicaid rules and tax rules.
Web forums continue to post many more questions about Form 1040.
The states that miss the mark when it comes to providing retirees with tax incentives are all over the U.S. map.
Business owners, beware: Don't let any of these deductions fall through the cracks.
A record 159,889 candidates from 174 countries registered to sit for the exam last month.
The growing market surrounding the "Internet of Things" is poised to merge with the insurance marketplace, and insurers that prepare will future-proof their business.