Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
November 17, 2002
Awkward Though It May Be, Planning For Divorce Needs To Be DoneAwkward Though It May Be, Planning For Divorce Needs To Be DoneDivorce remains an unfortunate reality for many of our clients.In the fall of 2000, ...
November 15, 2002
Rating Agency Looks At HancockNU Online News Service, Nov. 15, 9:03 a.m. -- Analysts at Moody's Investors Service, New York, say losses on bonds and related investments and ...
November 15, 2002
Conseco To Report $1.8 Billion 3rd Quarter LossNU Online News Service, Nov. 15, 5:08 p.m. -- Conseco Inc., Carmel, Ind., will be releasing its third-quarter financial statement late and expects to ...
November 10, 2002
Knowledge Is Power In Today's Competitive EnvironmentKnowledge Is Power In Todays Competitive EnvironmentByAdapting to change is something every financial advisor must excel at to be successful. This has been demonstrated over ...
November 07, 2002
Phoenix Reports Loss On Lower IncomeNU Online News Service, Nov. 6, 11:10 a.m. -- The Phoenix Companies, Inc., Hartford, today reported an operating loss of $81.8 million for the ...
November 01, 2002
Part 1: Planning to GoMoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...
November 01, 2002
Easing the TransitionNationwide, there are about 52,000 CPA firms and 190,000 individual CPAs in public practice. Each year, an increasing number of accountants either become financial advisors...
October 13, 2002
Survey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationSurvey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationA group of U.S. companies lost as much as $59 billion in proprietary information and ...
October 07, 2002
McCamish Updates Plan Administration SystemNU Online News Service, Oct. 7, 11:18 a.m. -- McCamish Systems L.L.C., Atlanta, has released Version 2.1 of its VPAS Benefit Plan Administration system.Customers ...
October 06, 2002
Planners: Address What Happens When The Annuity Owner DiesOne of the frequent complaints that critics of annuity contracts have is that investment gains are tax-deferred, not tax-free as would be the case with ...