Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Securian Financial Group
By staff WriterSecurian Financial Group has named nine new members to its Women's Interactive Sales Exchange. The WISE Council's goal is to recruit, support and retain female advisors. Julie Bower, WISE board president, Tax and Financial Group Cara
March 13, 2009
Investigate New NU Web ExclusivesCheck out the new articles posted exclusively on the Web on our newly designed site. See "Don't Be A Referral Wimp" by Bill Cates and "DynNo Tax Trust Strategy" by Donald Schreiber ...
March 13, 2009
The DynNo Tax Trust Strategy And Your Wealthy ClientsBailouts, tax uncertainties, bank credit concerns, promised income and capital gains tax increases by President Obama, and retention of the federal estate tax! Oh my!
March 12, 2009
Put tax reform to work for youWealthy clients bemoaning President Obama's tax reforms may find little comfort knowing they aren't effective until 2011 -- Charles Schwab found 41 percent of investment...
March 01, 2009
Marketing strategies that workEvery senior advisory practice needs to be in a constant state of forward motion. It needs to consistently grow through a regular stream of promising prospects, new products and services, state-of-the-art technology and access to the latest
February 28, 2009
Marketing strategies that workEvery senior advisory practice needs to be in a constant state of forward motion. It needs to consistently grow through a regular stream of promising prospects, new products and services, state-of-the-art technology and access to the latest
February 27, 2009
The Obama Budget: How Advisors and Their Clients Will Be AffectedChanges proposed in income and capital gains taxes, and in employers' responsibilities to provide retirement plans