Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Industry Told It Needs To Make Better Case For Estate Tax Reform
By Steven BrostoffIndustry Told It Needs To MakeBetter Case For Estate Tax ReformByWashingtonThe life insurance industry needs to make a more effective case in favor of reform, ...
May 04, 2004
New Opportunities for U.S. Managed Funds in the German MarketplaceNon-German funds, including U.S. managed funds, have an opportunity to gain enhanced access to the German market as a result of two new laws recently...
May 01, 2004
Be Tax Sensitive, Not Tax DrivenMuch has been written about the new tax rates promulgated by last year's tax bill, but what impact have those rates had on investors, the...
April 29, 2004
Time Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUTime Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUByWashingtonThe mounting budget deficits and the costs of war make it harder and harder ...
April 22, 2004
April 15A Day of Rejoicing?Yes, Say Advisors, Who Cite A Spike In BusinessBy Warren S. HerschTax return filers who were eligible for refunds werent the only ones rejoicing ...
April 19, 2004
Pru Offers Web-Based Group Disability Claim SystemNU Online News Service, April 19, 2004, 5:48 p.m. EDT -- Prudential Financial Inc., Newark, N.J., is adding a Web-based system for submitting group ...
April 18, 2004
LTC Spices Up Executive BenefitsByOffering long term care insurance is becoming an even better way for owners of small businesses to reward key people and retain their loyalty.A good ...