Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
How Will the Competitive Landscape Shift?
By Staff WriterThe last 30 years altered the retail investment business and its compensation practices. For the next 30 years, the journey is certain to take even...
May 30, 2008
Conseco Rebuffs InvestorConseco Inc. has refused to endorse efforts by a major shareholder to accumulate up to 22% of the company's common stock.Steel Partners II Ltd., New ...
May 28, 2008
Variable interest entitiesA fresh source of worry for banks who thought they could make it out of the credit crisis unscathed: variable interest entities. VIEs sell short-term...
May 28, 2008
Tax matricide and other musingsTwo weeks ago, Rep. Charlie Rangel (D-NY) proposed what he himself called "the mother of all tax reform plans." I've asked a number of CEOs...
May 25, 2008
Seminar Sales Drying Up? Try Client Marketing EventsSome advisors find that sales seminars aren't as effective as they used to be. Regulators have tarnished the reputation of this proven sales technique with ...
May 25, 2008
Seminar Sales Drying Up? Try Client Marketing EventsSome advisors find that sales seminars aren't as effective as they used to be. Regulators have tarnished the reputation of this proven sales technique with ...
May 22, 2008
Survey: PPA Slowed Pension Plan LossThe federal Pension Protection Act of 2006 seems to have slowed large U.S. employers' exodus from the defined benefit pension system.Consultants at Watson Wyatt Worldwide, ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...