Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Customized Benefits For Selected Eecutives
By Patrick A. LangAttracting and retaining key executives calls for using benefit programs that are individually tailored to each key employee according to his or her contribution ...
June 06, 2005
&Rating Agency: No AIG Liquidity Issues SeenStandard & Poor's analysts have expressed confidence that American International Group Inc. does not face serious liquidity issues as a result of its recent ...
June 05, 2005
On EmbarrassmentIt seems like Senate Majority Leader Bill Frist finally is going to achieve his long articulated but equally long unrealized ambition to bring legislation to ...
June 01, 2005
Shift to SaveHere are two examples of how income shifting helps clients pay for a child's education: Example #1: A student's college expenses are $20,000 per year In this...
May 27, 2005
&Torchmark Settles With Waddell ReedTorchmark Corp. says it has completed previously announced efforts to settle most lawsuits involving Waddell & Reed Financial Inc.[@@]Torchmark, Birmingham, owned Waddell & Reed, ...
May 22, 2005
Last LaughThose who are planning to die in 2010 or who may be advising clients that that year would be the optimal time to kick the ...
May 18, 2005
Jenner Joins ACLI As Ta LobbyistA recently resigned top official at the Treasury Department was named today as a key lobbyist for the American Council of Life Insurers.The decision ...
May 13, 2005
Actuary To Ride Across America For CharityPaul Fallisi is biking from San Diego to New Hampshire with his brother, William, in an effort to raise $30,000 for charity.[@@]Fallisi, the chief ...