Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
On Embarrassment
By Steve PiontekIt seems like Senate Majority Leader Bill Frist finally is going to achieve his long articulated but equally long unrealized ambition to bring legislation to ...
May 22, 2005
Last LaughThose who are planning to die in 2010 or who may be advising clients that that year would be the optimal time to kick the ...
May 18, 2005
Jenner Joins ACLI As Ta LobbyistA recently resigned top official at the Treasury Department was named today as a key lobbyist for the American Council of Life Insurers.The decision ...
May 13, 2005
Actuary To Ride Across America For CharityPaul Fallisi is biking from San Diego to New Hampshire with his brother, William, in an effort to raise $30,000 for charity.[@@]Fallisi, the chief ...
May 12, 2005
Study: Pension Reform Proposal Harder On Stronger PlansA Bush administration proposal for shoring up the U.S. defined benefit pension system could end up punishing well-run plans.[@@]Researchers at Watson Wyatt Worldwide, Washington, ...
May 01, 2005
Beware the Credit UnionsHave you noticed what your local credit unions are up to lately? They're becoming more sophisticated by the minute, with many of them offering investment...
May 01, 2005
Taxing TimeThe recent tax season has been busy for all concerned. Even the IRS has industriously issued rulings on questions facing taxpayers and, by extension, their...