Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
AXA To Sell Advest To Merrill Lynch
By Allison BellMerrill Lynch & Company Inc. agreed to acquire Advest Group Inc., an investment firm, from AXA Financial Inc. for $400 million in cash.AXA Financial, ...
August 15, 2005
Industry Hails Passage Of Class Action BillWashingtonLegislation to reform the nations class action tort system was signed into law by President Bush Feb. 18, just one day after it was passed ...
August 10, 2005
Katrina BluesHere we are at the end of the dog days of summer, when all is fairly quiet in Insurance World, and a commentator is ...
August 07, 2005
Producer Group Praises Delay In Estate Ta DebateThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...
August 07, 2005
Rain And ShineAs the U.S. economy teeters on the edge of a recession, advisors who cater to the affluent might rightfully question whether their clients' estate plans--and the fortitude these clients will need to keep their plans current...
August 06, 2005
Rain And ShineAs the U.S. economy teeters on the edge of a recession, advisors who cater to the affluent might rightfully question whether their clients' estate plans--and the fortitude these clients will need to keep their plans current...
August 03, 2005
Advisors Differ On How Much Boomers Should Leverage DebtIf the use of mortgage leverage was a beautiful apple on the end of a branch, how far on that limb would financial advisors ...
July 29, 2005
Frist Delays Estate Ta VoteThe Senate will take up the estate tax issue when it returns from its August recess.[@@]Sen. Bill Frist, the Senate majority leader, announced plans ...