Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
December 31, 2005
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
December 19, 2005
Ratio Tracks Risk vs. RewardPHILADELPHIA (HedgeWorld.com)--NewMarket Capital Partners LLC, a fund of funds manager founded in 2003, has released a report on a new tool for the analysis of performance called the omega ratio. The report, by Senior Investment Manager Andre Boreas, describes the omega ratio as an answer to a challenge created by...
December 19, 2005
Transfer Pricing and Its Role in International Planning for Hedge Fund ManagersAs the hedge fund industry visibly grows and becomes more global, it is becoming increasingly subject to the scrutiny of the forces that affect mature industries. The new Securities and Exchange Commission registration requirement is probably the most visible evidence. Regulatory developments are sure to be followed on the taxing...
December 06, 2005
NAIC Eyes Ta Panel Attack On Inside BuildupGeorgia Insurance Commissioner John Oxendine says the National Association of Insurance Commissioners should talk about federal tax reform proposals in February 2006 at the ...
December 01, 2005
New Maryland Administrator NamedOversight of the new state fund to subsidize medical malpractice rates will rank as a top priority for the new Maryland Insurance Commissioner. ...
December 01, 2005
Finding Better EmployeesFor the first time, in the 2005 Study the majority of firms indicated that they use some form of standardized testing to evaluate new employee...
December 01, 2005
The Fine PrintPrivate annuity trusts (PATs) are creating quite a buzz in the real estate, legal, and financial planning communities. To read the marketing brochures, you'd think...
December 01, 2005
The History of Financial PlanningWho would have guessed that when Loren Dunton set up the Society for Financial Counselling Ethics in 1969 that it would evolve into the financial...
December 01, 2005
Client-FocusedAnyone who thinks the advisory profession is strictly about financial planning and managing money is probably still living in the last century. Cutting-edge advisors these...
November 29, 2005
Medigap Claims Trigger SuitsShareholder lawyers are trying to organize several class-action suits against a Northeastern insurer that reported a higher-than-expected Medicare supplement loss ratio for the third ...