Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
March 19, 2002
President Calls For Full Estate Tax RepealNU Online News Service, March 19, 2:39 p.m. -- WashingtonPresident Bush is again calling on Congress to permanently repeal the estate tax.During a speech ...
March 03, 2002
ESOP EssentialsThe ESOP financing technique was endorsed by Congress in 1976 and since that time has functioned to provide a ready market for the generally unmarketable ...
February 24, 2002
Own OCC Or Loss of Earnings? Here's How They Stack UpOwn Occ Or Loss Of Earnings? Heres How They Stack UpByIn disability income insurance circles, there is a lot of confusion over which kind of ...
February 20, 2002
PlanVista Reports Higher 4th Quarter RevenueNU Online News Service, Feb. 20, 3:49 p.m. -- PlanVista Corp., Tampa, Fla., a company that helps run managed care provider networks, is reporting ...
February 07, 2002
Phoenix Reports Smaller 4th Quarter Net LossNU Online News Service, Feb. 7, 2:24 p.m. -- The Phoenix Companies Inc., Hartford, is reporting a $7.5 million net loss for the fourth ...
February 07, 2002
UICI Reports Higher 4th Quarter Net IncomeNU Online News Service, Feb. 7, 4:05 p.m. -- UICI, Dallas, is reporting $6.3 million in net income for the fourth quarter of 2001 ...
February 06, 2002
EBenX Reports Bigger 4th Quarter Net LossNU Online News Service, Feb. 6, 4:24 p.m. --EBenX Inc., is reporting a $39 million net loss for the fourth quarter of 2001 on ...
February 06, 2002
Principal Reports Lower Net, Goodwill ChargeNU Online News Service, Feb. 6, 5:04 p.m. -- Principal Financial Group Inc., Des Moines, Iowa, is reporting $19 million in net income for ...
February 05, 2002
Bush Seeks Permanent Estate Tax RepealNU Online News Service, Feb. 5, 10:29 a.m. -- WashingtonPresident Bush is proposing to permanently extend repeal of the estate tax.In his Fiscal Year ...
February 04, 2002
Weiss Finds HMO Industry Profits IncreasingNU Online News Service, Feb. 4, 3:59 p.m. -- U.S. health maintenance organizations reported a total of $503 million in profits for the second ...