Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Producer Group Praises Delay In Estate Ta Debate
By Matt BradyThe Association for Advanced Life Underwriting is welcoming the decision by Senate Majority Leader William Frist to delay debate on permanent estate tax repeal.[@@]Frist, ...
September 05, 2005
Storm Blows Estate Ta Reform Off Senate CalendarFaced with the aftermath of Hurricane Katrina and 2 pending Supreme Court appointments, the Senate has delayed action on the estate tax issue.[@@]Senate Majority ...
September 01, 2005
The Foreign Trust Tax SolutionThe topic of foreign trusts conjures up alluring images of secret bank accounts in exotic locations far from the prying eyes of the Internal Revenue...
August 31, 2005
LegislationrounduppostalLegislationrounduppostalLines:Banner--LegislationIn terms of its aftermath, Hurricane Katrina's range of destruction certainly includes Washington, D.C.'s political agenda. And for the nation's life insurance industry that ...
August 24, 2005
AXA To Sell Advest To Merrill LynchMerrill Lynch & Company Inc. agreed to acquire Advest Group Inc., an investment firm, from AXA Financial Inc. for $400 million in cash.AXA Financial, ...
August 22, 2005
Payment Software Fights FraudNU Online News Service, Aug. 22, 2005, 4:00 p.m. EDTFair Isaac Corporation has introduced an enhanced version of its fraud detection system for healthcare ...
August 17, 2005
Storm Scrambles Congressional CalendarA vote on repeal of the estate tax was scheduled to be among the first actions taken by the Senate last week when it ...
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 ...