Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Harvest Time?As the trees of New England shed their verdant hue for the spectacular colors of autumn, farmers begin to harvest summer's bounty. With the markets...
September 22, 2002
What Tools Are Carriers Offering Agents Who Move To Fee-Based Planning?ByFee-based planners agree that transitioning their practice from commission-only to one that also charges fees takes some getting used to. Mental hurdles, establishing new relationships, ...
September 22, 2002
The General Partnership Solution To Buy-Sell PlanningMany factors go into the decision of what approach a business owner takes in developing a buy-sell plan. But each type of plan--a stock redemption ...
September 17, 2002
National Underwriter Teams With Virtual Sales AssistantNU Online News Service, Sept. 17, 3:37 p.m. -- The Professional Publishing Group, a unit of The National Underwriter Company, Erlanger, Ky., has agreed ...
September 01, 2002
Separate Accounts, Taxes, and YouIt seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...
August 30, 2002
Nationwide Communications To Focus On ProtectionNU Online News Service, Aug. 30, 11:11 a.m. -- Nationwide Financial Services Inc., Columbus, Ohio, says it will be emphasizing "protection" in its new ...
August 27, 2002
An interview with Speaker of the Month Deena KatzOverseas financial planning is a growth business,
August 26, 2002
Principal Agrees To Sell Australian OperationsNU Online News Service, Aug. 26, 10:25 a.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has agreed to sell most of the ...