Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Financial Fusion To Work With Intuit
By Staff WriterNU Online News Service, May 6, 1:24 p.m. -- Financial Fusion Inc., Concord, Mass., a unit of Sybase Inc., has agreed to work with ...
April 21, 2002
In A Year Of Critical Issues, AALU Says Access To Lawmakers Is CriticalIn A Year Of Critical Issues, AALU Says Access To Lawmakers Is CriticalByWashington, D.C. The past year has been a turbulent one in the legislative ...
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 ...