Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Clearing The Air On Roth IRA Myths
By John BledsoeByWith the following two questions, you can immediately determine if an individual should convert their traditional IRA to a Roth IRA. This requires no long ...
June 18, 2002
Senate Passes Terrorism Backstop BillNU Online News Service, June 18, 7:22 p.m. -- The U.S. Senate voted 84-14 today to pass S. 2600, the Terrorism Risk Insurance Act ...
June 13, 2002
Estate Tax Repeal Probably Off 2002 AgendaNU Online News Service, June 13, 11:03 a.m. -- WashingtonThe Senate vote yesterday against permanent repeal of the estate tax probably ends consideration of ...
June 10, 2002
Democrats Introduce Terrorism Insurance BillNU Online News Service, June 10, 12:45 p.m. -- WashingtonIn an effort to prod Republicans on the issue of terrorism insurance legislation, Democratic leaders ...
June 01, 2002
Living, and Dying, With UncertaintyEstate planning has always been one of the more difficult aspects of financial planning, since advisors and estate attorneys are drafting documents designed to accommodate...
June 01, 2002
Limited partnerships Limited OpportunityAfter the Tax Reform Act of 1986 gave most limited partnerships a bad name and caused the bottom to drop out of the tax shelter...
May 16, 2002
Penn Treaty Reports 1st Quarter Net LossNU Online News Service, May 16, 12:05 p.m. -- Penn Treaty American Corp., Allentown, Pa., is reporting a $14 million net loss for the ...
May 06, 2002
Financial Fusion To Work With IntuitNU Online News Service, May 6, 1:24 p.m. -- Financial Fusion Inc., Concord, Mass., a unit of Sybase Inc., has agreed to work with ...