Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Letters: Reaction To Article On Planning For Non-Traditional Couples
By Staff WriterReaction To Article On Planning For Non-Traditional Couples To The Editor: It appears that those who are active homosexuals have been getting significant positive ...
July 12, 2001
If You Think Times Have Changed, Just WaitByIf the last 10 years have been ones of change for the financial services industry, the next five years will offer even greater change, ...
July 12, 2001
What The Tax Bill Did And Did Not DoIn the last article we wrote for National Underwriter (Jan. 1), we commented that 2001 would be a bumpy tax ride. But few of us ...
July 05, 2001
Nontraditional Couples: Different Planning NeedsNontraditional Couples: Different Planning NeedsByThis is the scene: You are a financial planner or advisor sitting at your desk in your office. The phone rings--it's ...
July 02, 2001
Phoenix Developers Tax Act Kit For Financial AdvisorsNU Online News Service, July 2, 4:20 p.m. -- Phoenix Life Insurance Company, a subsidiary of The Phoenix Companies Inc., Hartford, has developed a ...
June 27, 2001
National Underwriter Offering Book On New Tax LawNU Online News Service, June 27, 2:35 p.m. -- The National Underwriter Company, Erlanger, Ky., is about to release Tax Relief 2001: A Summary ...
June 21, 2001
Gingrich Says Effect Of Jeffords Switch Won't Be 'Dramatic'Gingrich Says Effect Of Jeffords Switch Won't Be 'Dramatic'San Antonio While the recent shift of power to the Democrats in the U.S. Senate has some ...
June 21, 2001
H.R. 1836: Uncertainty Requires Continued PlanningH.R. 1836: Uncertainty About 2011 Rules Should Support Demand For Continued PlanningByUncertainty about what will happen 10 years from now with the estate tax means ...