Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Head Of Reverse Mortgage Group Says Article Was 'Tainted'
By Staff WriterHead Of Reverse Mortgage Group Says Article Was TaintedTo The Editor:We are writing to urge you to consider ways to amend your publications taint of ...
June 09, 2004
FRC: Indy-k Assets Could Double By Year EndNU Online News Service, June 9, 2004, 3:59 p.m. EDT -- Individual 401(k) plans could have $3 billion in assets by the end of ...
June 01, 2004
THE TAX ADVISOR- Helping Clients Avoid WorkA million bucks just ain't what it used to be. There was a time when prevailing wisdom in this country said that if you amassed...
June 01, 2004
THE PLAYING FIELD- Serving the Not-So-WealthyRon Peremel has created a referral Web site that provides a smart way to remedy one of the industry's conundrums: serving middle-market America. Peremel launched...
May 27, 2004
'Death Tax'? No! It's 'The Jealousy Tax'Death Tax? No! Its The Jealousy TaxTo The Editor:I agree 100% with Mr. Piontek that the use of "death tax" as a euphemism for the ...
May 20, 2004
Financing Boomers Move To EntrepreneurshipBySome boomers plan to be entrepreneurs when they retire from full-time work.For example, they plan to do consulting, set up a small photo or art ...
May 14, 2004
Congress Needs More COLI Data, GAO SaysNU Online News Service, May 14, 2004, 6:07 p.m. EDT, Washington -- More comprehensive data "could be useful" to Congress in assessing the potential ...
May 13, 2004
Working Successfully With S Corp OwnersBy Steve ParrishOnce unappreciated, S Corporations now are fueling most of the growth in the small- and medium-sized business market. In fact, according to the ...