Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
May 04, 2004
New Opportunities for U.S. Managed Funds in the German MarketplaceNon-German funds, including U.S. managed funds, have an opportunity to gain enhanced access to the German market as a result of two new laws recently...
May 01, 2004
Be Tax Sensitive, Not Tax DrivenMuch has been written about the new tax rates promulgated by last year's tax bill, but what impact have those rates had on investors, the...
April 29, 2004
Time Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUTime Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUByWashingtonThe mounting budget deficits and the costs of war make it harder and harder ...
April 22, 2004
April 15A Day of Rejoicing?Yes, Say Advisors, Who Cite A Spike In BusinessBy Warren S. HerschTax return filers who were eligible for refunds werent the only ones rejoicing ...
April 19, 2004
Pru Offers Web-Based Group Disability Claim SystemNU Online News Service, April 19, 2004, 5:48 p.m. EDT -- Prudential Financial Inc., Newark, N.J., is adding a Web-based system for submitting group ...
April 18, 2004
LTC Spices Up Executive BenefitsByOffering long term care insurance is becoming an even better way for owners of small businesses to reward key people and retain their loyalty.A good ...
April 07, 2004
Investors Don't Get Tax Law, Eaton Vance SaysNU Online News Service, April 7, 2004, 1 p.m. EST -- Few investors are taking advantage of a year-old tax law that provides generous ...
April 05, 2004
DPM Promotes Rossi To ControllerSOMERSET, N.J. (HedgeWorld.com)--Derivatives Portfolio Management LLC promoted Gus Rossi to vice president, controller, replacing Judy Yellin, who has taken a different position within the company. Mr....
March 23, 2004
Phoenix Agrees To Sell Broker-Dealer OperationsNU Online News Service, March 23, 2004, 2:02 p.m. EST -- The Phoenix Companies Inc., Hartford, has agreed to sell its retail broker-dealer operations ...