Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Ruling On Old COLI Policies Affirmed
By Steven BrostoffByWashington The United States Supreme Court let stand last week a lower court ruling that a broad-based corporate-owned life insurance policy lacked economic substance and ...
January 01, 2004
Model of the Future?You may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
December 02, 2003
Deloitte Posts Year-End Tax GuideNU Online News Service, Dec. 2, 2003, 12:57 p.m. EST -- Deloitte & Touche L.L.P., New York, has published its year-end financial planning guide ...
December 01, 2003
A Matter of LawRelatively small changes from the 2003 tax cut--the Jobs and Growth Tax Relief Reconciliation Act, or JGTRRA--will have far-reaching impact on this year's tax return....
November 25, 2003
Using Qualified Plans And IRAs In Charitable GivingUsing Qualified Plans And IRAs In Charitable Giving ByCharitable giving can play a unique and valuable role in an estate or financial plan while making ...
November 24, 2003
PricewaterhouseCoopers Publishes Tax GuideNU Online News Service, Nov. 24, 2003, 5:20 p.m. EST -- PricewaterhouseCoopers L.L.P., New York, has developed "Guide To The New Tax Rules," a ...
November 11, 2003
Reinsurance Account Loss Hits Penn Treaty EarningsNU Online News Service, Nov. 11, 2003, 10:36 a.m. EST -- Penn Treaty American Corp., Allentown, Pa., says a $35 million loss on the ...
November 06, 2003
Re-Engaging High-Net-Worth Clients After Three Tough YearsRe-Engaging High-Net-Worth Clients After Three Tough YearsThe volatile equity markets of recent years clearly left their mark on the financial holdings of the high-net-worth market. ...