Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Planning Techniques For The Other Tax
By Jennifer RoperPlanning Techniques For The Other TaxByDue to uncertainty arising from the one-year federal estate tax phase-out in 2010, some clients are reluctant to implement an ...
December 01, 2004
Getting RealUnreasonable Expectation #1: We're in this for a sale Truth: PR Is Education, Not Selling Often when I tell people what I do for a living,...
November 22, 2004
Santa Monica: Adrian Steel Tries to "Hoodwink" ShareholdersLARCHMONT, N.Y. (HedgeWorld)--Santa Monica Partners LP announced its opposition to a Michigan manufacturing company's plans for a Dutch auction to repurchase up to 50,000 shares of its common stock. Robert Westfall founded Adrian Steel Company Inc, Adrian, Mich., in 1953. His son, Harley, took over after the founder's death in...
November 10, 2004
Charting The (Largely) Uncharted: 457 PlansProducers looking to establish a market niche might consider one still largely uncharted area of the financial advisory world: nonqualified executive compensation plans for tax-exempt ...
November 10, 2004
Charting The (Largely) Uncharted: 457 PlansProducers looking to establish a market niche might consider one still largely uncharted area of the financial advisory world: nonqualified executive compensation plans for tax-exempt ...
November 03, 2004
Agents See Battles AheadLife insurance agents know they have work to do in explaining to members of Congress that outright repeal of the estate tax and creation of ...
November 01, 2004
PAUL NOLTPaul Nolt Precision Financial Services 145 Linden Grove New Holland, Pennsylvania 17557 717-354-8218 [email protected] Year practice began: 1981 Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are...
November 01, 2004
Post-Retirement PlanningAfter a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...