Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
February 09, 2003
Tax And Financial ConsiderationsTax consequences for the sale of a practice vary substantially depending on the business entity status.In a corporate entity, it is not uncommon for ...
February 03, 2003
Humana Reports 4th Quarter Net LossNU Online News Service, Feb. 3, 4:58 p.m. --Humana Inc., Louisville, Ky., is reporting a $1.7 million net loss for the fourth quarter of ...
February 01, 2003
James ManjaneNorthern Trust Company Financial Consulting Group 50 South LaSalle Street Chicago, Illinois 60675 312-444-4745 [email protected] www.ntrs.com Age: 25 Education: B.A. in family financial planning from Texas Tech, May 2000 Joined the...
February 01, 2003
The Big FreezeGiven the length and severity of the equity market's decline, it may be hard to get motivated to call your clients. But this is precisely...
January 28, 2003
Quotesmith Reports 4th Quarter Net LossNU Online News Service, Jan. 28, 12:32 p.m. -- Quotesmith.com Inc., Darien, Ill., is reporting an $872,000 net loss for the fourth quarter of ...
January 16, 2003
QHR Picks Ceridian For PayrollNU Online News Service, Jan. 16, 11:53 a.m. -- QHR, Plano, Texas, a company that manages and advises 200 community hospitals, has picked Ceridian ...
January 12, 2003
Estate Tax And Investment Advice Among First Issues Out Of The GateEstate Tax And Investment Advice Among First Issues Out Of The GateByWashington The first week of the new 108th Congress confronted the life insurance industry ...
January 05, 2003
Even With Estate Tax Repeal, Taxation Would Not EndWhat may surprise many of your clients is that permanent repeal of the estate tax would not necessarily mean the end of taxation. Those ...
January 01, 2003
Part 1: The New Old KidBack in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...
December 29, 2002
Pru Financial To Buy American SkandiaPrudential Financial To Buy American SkandiaByPrudential Financial Inc., Newark, N.J., has signed an agreement with Skandia Insurance Company Ltd., Stockholm, to acquire its U.S. division, ...