Archive for tax SmartBlogs

The potential effects and industry responses to the Labor Department’s fiduciary rule were addressed along with tax-reform issues in a panel including partner organizations of the Investment Program Association at the IPA’s 2016 Executive Leadership Summit, held in Washington, D.C., on April 19.

Dale Brown, president and CEO of the Financial Services Institute, discussed his assessment of the Labor Department’s final fiduciary rule.[…] Continue Reading »

Advisers need to proactively review clients’ annuities that are within individual retirement accounts to avoid “traps” by ensuring required minimum distributions are being taken properly, said Jeffrey Levine of Ed Slott and Co.

IRA or Roth rules trump annuity rules when an annuity is within an IRA, Levine explained Monday at the National Association of Insurance and Financial Advisors’ Career Conference and Annual Meeting in San Diego.[…] Continue Reading »

It appears likely that a measure to create the National Association of Registered Agents and Brokers will become law, and agents need to know what that means for their business, said Jill Hoffman, assistant vice president of federal government relations with the National Association of Insurance and Financial Advisers.

A NARAB amendment is attached to House and Senate legislation to reauthorize the Terrorism Risk Insurance Act backstop.[…] Continue Reading »

This guest post is by Shashi Bellamkonda, director of social media and public relations — employees call him Social Media Swami — at Network Solutions, a company that helps small businesses establish an online presence and conduct online marketing. Having worked in the hotel and restaurant business for more than a decade, his love affair with the industry clearly has not ended.[…] Continue Reading »

Why never agreeing to an initial compromise helps negotiations with the IRS; how to use managers to effectively engage employees; and how to avoid uncomfortable confrontations when giving team assignments.

It’s all in this past week’s most clicked links in SmartBrief for CFOs:

Image credit: narvikk, via iStock Photo

SmartBrief’s Linsey Isaacs contributed to this post.[…] Continue Reading »