Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
July 01, 2008
Canadian InvasionCanadians are making a run for the border like never before, a migration that's triggering a rash of financial planning issues for investors with dual...
June 30, 2008
Richard J. DeCarolisRichard J. DeCarolis has joined Penn Mutual Life Insurance Company as vice president and controller. His responsibilities include financial reporting, accounting, financial controls, and tax and treasury. He will also be responsible for the
June 30, 2008
Beyond referralsReferrals. They're the lifeblood of many a financial services practice. Without them, books of business fail to grow, practices stagnate, incomes fall and careers fade. But even with referrals advisors can find themselves working too hard,
June 24, 2008
Rogue advisors on paradeA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars
June 24, 2008
Rogue advisors on paradeA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars
June 18, 2008
Two AMT Patches Introduced; House Panel Approves Rangel VersionThe House Ways and Means Committee was set to consider legislation on June 18 introduced the previous day by Chairman Charles Rangel (D-NY) that would protect middle-class families from the alternative minimum tax (AMT) this year. The bill, the Alternative Minimum Tax Relief Act of 2008 (H.R. 6275), would ensure...
June 17, 2008
Goldman's earnings dropWe're not sure if this is a good trend or bad. Goldman's earnings slipped, but still beat analyst expectations, and beat first quarter results as...
June 08, 2008
MetLife To Unload RGA StakeMetLife Inc. said last week that it plans to divest its 52% share of Reinsurance Group of America Inc.MetLife, New York, would trade its stake ...
June 08, 2008
Conseco Rebuffs Investor's Bid To Increase StakeConseco Inc. has rejected an investment partnership's proposal to increase its ownership share in the insurer.Conseco, Carmel, Ind., declined to support the bid from Steel ...
June 01, 2008
The 100 best marketing ideasEach month, Senior Market Advisor packs its issues chock full of hot marketing and sales tips and strategies. If you find that information helpful, then you're in for a treat.