Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Senate Unlikely To Approve Estate Tax Repeal
By Steven BrostoffNU Online News Service, June 19, 2003, 11:49 a.m. EDT -- WashingtonThe U.S. House of Representatives voted 264-163 Wednesday to approve permanent repeal of ...
June 01, 2003
A Roll of the DiceIf the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...
May 27, 2003
60/40 Treatment of Futures, Options under AssaultWASHINGTON (HedgeWorld.com)--The U.S. Senate's vote for the Jobs and Growth Tax Relief Reconciliation Act of 2003 came with a last-minute kicker--a manager's amendment containing various...
May 18, 2003
On Bobo And The Estate TaxTo The Editor: When is it fair or right to double and triple tax the same dollar earned? Jack Bobo tells us that we ...
May 13, 2003
Firm Sees Increase In Reverse Mortgage VolumeNU Online News Service, May 13, 2003, 12:45 p.m. EDT -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated 3,661 reverse mortgage ...
May 09, 2003
Healthaxis Reports Smaller 1st Quarter Net LossNU Online News Service, May 9, 2003, 11:31 a.m. EDT -- Healthaxis Inc., Irving, Texas, is reporting a $1.4 million net loss for the ...
April 30, 2003
Quotesmith Reports 1st Quarter ResultsNU Online News Service, April 30, 2003, 11:52 a.m. EDT -- Quotesmith.com Inc., Darien, Ill., a Web-based insurance broker, is reporting a $413,000 net ...
April 27, 2003
A Commentary On 'Wealth And Our Commonwealth'A Commentary On Wealth And Our Commonwealth ByOne of the best known citizens of Tucson, Arizona, was the late Ettorino "Ted" De Grazia (1909-1982), a ...