Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Selling More VUL: Challenging Times Can Create Opportunities
By John KeenanBy"When troubles come, they come not in single spies but in battalions." Shakespeares line aptly describes the situation with variable universal life sales this year.The ...
October 12, 2001
Ernst &Young Assesses Effects Of Attacks On InsurersNU Online News Service, Oct. 12, 11:57 a.m. -- Ernst & Young's Insurance Industry Services practice has released a report on the effects of ...
October 05, 2001
CPAs Offer Help To Families Of VictimsNU Online News Service, Oct. 5, 3:29 p.m. -- The American Institute of Certified Public Accountants says that it has created a network of ...
September 18, 2001
S&P Likely To Downgrade WTC InsurersNU Online News Service, Sept. 18, 2:00 p.m. -- Standard & Poor's, New York, says it will likely put on CreditWatch with negative implications ...
September 17, 2001
MetLife Issues Estimates Of Insurance LossesNU Online News Serivce, Sept. 17, 8:57 a.m. -- MetLife Inc., New York, announced on Friday preliminary estimates for total expected insurance losses related ...
September 09, 2001
Estate Tax Relief Or Political Illusions?ByWith their repeal of estate taxes, Congress and the administration have made it nearly impossible for us to help our clients develop prudent and reliable ...
September 02, 2001
TIAA-CREF's 'Outreach'New York Surely all the returns are in now that TIAA-CREF has weighed in on the side of the financial advisor "movement."Of late, the giant ...
August 12, 2001
IRD Planning Remains As Critical As It Was Before The New Tax ActIRD Planning Remains As Critical As It Was Before The New Tax ActBy While the new tax law certainly changed the playing field in terms ...