Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Rogue advisors on parade
By Harry LewA federal jury convicted six men in a $60 million tax scam that peddled phony trusts through a Chicago firm to nearly 700 wealthy clients. The advisors were convicted of diverting income from businesses into sham trusts, hiding millions of dollars
June 08, 2008
MetLife To Unload RGA StakeMetLife Inc. said last week that it plans to divest its 52% share of Reinsurance Group of America Inc.MetLife, New York, would trade its stake ...
June 08, 2008
Conseco Rebuffs Investor's Bid To Increase StakeConseco Inc. has rejected an investment partnership's proposal to increase its ownership share in the insurer.Conseco, Carmel, Ind., declined to support the bid from Steel ...
June 01, 2008
The 100 best marketing ideasEach month, Senior Market Advisor packs its issues chock full of hot marketing and sales tips and strategies. If you find that information helpful, then you're in for a treat.
June 01, 2008
Estate Tax Reform: It's Time for ActionThe discussion of the estate tax--or as some have labeled it the "death tax"--stirs up strong feelings, especially in our business. I loved Warren Buffett's ...
June 01, 2008
FPA Focuses on Future"Building relationships and exploring possibilities," is how Mark Johannessen described his agenda as FPA president on a recent visit to the Investment Advisor offices in...
June 01, 2008
What Will Taxes Be Like?As Benjamin Franklin once wrote, "in this world nothing is certain but death and taxes." Yet the types and levels of taxation that occur are...
June 01, 2008
Pants on FireThe news is full of senior government officials involved in sex scandals, highly paid CEOs charged with options backdating, reputable writers and journalists caught in...