Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
August 24, 2003
Five Ways To Distinguish Yourself As A Financial PlannerFive Ways To Distinguish Yourself As A Financial Planner ByGood financial planning is more science than art. The most successful financial planners thrive only through ...
August 13, 2003
SEC Eyes MetLife UnitNU Online News Service, Aug. 13, 2003, 5:23 p.m. EDT -- The U.S. Securities and Exchange Commission has started a formal investigation of New ...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...
July 30, 2003
Healthaxis Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:26 p.m. EDT -- Healthaxis Inc., Irving, Texas, a company that sells systems for handling employee benefits ...
July 30, 2003
Quotesmith Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:29 p.m. EDT -- Quotesmith.com Inc., Darien, Ill., a Web-based insurance broker, is reporting a $308,000 net ...
July 21, 2003
Nolan Financial Uses VPAS Benefits Administration ServicesNU Online News Service, July 21, 2003, 10:26 a.m. EDT -- The Nolan Financial Group, Chevy Chase, Md., has agreed to use VPAS Benefit ...
July 21, 2003
Firm Boosts Reverse-Mortgage Originations 80%NU Online News Service, July 21, 2003, 4:05 p.m. EDT -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated about 6,000 reverse ...
July 01, 2003
A Roll of the DiceIf the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...
June 22, 2003
Responses To Todd's LetterResponses To Todds LetterTo The Editor: I cannot tell you how irritated I was upon reading the letter from Stanton W. Todd III. While it ...
June 22, 2003
Identifying Planning Opportunities In The New Tax ActIdentifying Planning Opportunities In The New Tax ActByOn May 28, President Bush signed the Jobs and Growth Tax Relief Reconciliation Act of 2003. It was ...