Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
AIG Reports $2.7B Loss in Second Quarter
By Phil GusmanAmerican International Group (AIG) reported a second quarter net loss of $2.7 billion, compared to 2009 second quarter net income of $1.8 billion.
August 05, 2010
CIGNA Reports 32% Q2 Loss on Variable Annuity Business; Stock Rises Despite LossCIGNA Corp.'s second-quarter 2010 earnings fell 32% to $294 million, or $1.06 per share, compared to $435 million, or $1.58 per share, a year ago, the insurer reported Thursday, August 5.
August 02, 2010
Principal Financial Q2 Earnings disappointDespite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2.
August 02, 2010
Principal Financial Q2 Earnings DisappointDespite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2.
July 31, 2010
How did your relationship with your financial advisor come about?It was a referral. A guy I work with invited me to tag along with him to an event his advisor was throwing.
July 29, 2010
Advisors Unsure About Impact of Financial ReformAdvisors admit they aren't too familiar with financial reform and the impact it will have on their clients. In an SEI Quick Poll, nearly three-quarters...
July 27, 2010
Boomer housing boom - real or fraud?With so much being made of fraud within the first-time home buyer tax credit, we hope it's not a factor in the following item. According...
July 27, 2010
Treasury Dept. to Host Conference on Freddie and FannieIn a possible bid to blunt partisan criticism over the exclusion of Fannie Mae and Freddie Mac in the recently passed financial reform bill, the Obama Administration will host a conference to address Fannie and Freddie's future.