Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Financial Profiles Updates Planning Software
By Staff WriterNU Online News Service, Sept. 23, 2003, 12:02 p.m. EDT -- Financial Profiles Inc., San Diego, has released Profiles+ Professional 7.0, a new version ...
August 13, 2003
SEC Eyes MetLife UnitNU Online News Service, Aug. 13, 2003, 5:23 p.m. EDT -- The U.S. Securities and Exchange Commission has started a formal investigation of New ...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...
July 30, 2003
Healthaxis Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:26 p.m. EDT -- Healthaxis Inc., Irving, Texas, a company that sells systems for handling employee benefits ...
July 30, 2003
Quotesmith Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:29 p.m. EDT -- Quotesmith.com Inc., Darien, Ill., a Web-based insurance broker, is reporting a $308,000 net ...
July 21, 2003
Nolan Financial Uses VPAS Benefits Administration ServicesNU Online News Service, July 21, 2003, 10:26 a.m. EDT -- The Nolan Financial Group, Chevy Chase, Md., has agreed to use VPAS Benefit ...
July 21, 2003
Firm Boosts Reverse-Mortgage Originations 80%NU Online News Service, July 21, 2003, 4:05 p.m. EDT -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated about 6,000 reverse ...
July 01, 2003
A Roll of the DiceIf the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...