Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Could Section 815 Realign Managed Care Market?
By Allison Bell, Arthur D. PostalA securities analyst at a unit of Citigroup Inc., New York, is speculating that a new federal income tax break could help CIGNA Corp., ...
October 04, 2004
Microsoft's Announced One-Time Payment Draws Attention to Extraordinary Dividend RuleAs expected, the "qualified dividend" rules enacted last year have affected more than just the tax rate applicable to many dividends. The reduced tax rate on qualified dividends also has encouraged corporations to maintain or increase their dividend payments to investors. In July 2004, Microsoft announced an increase in its...
October 01, 2004
Getting Over ItThe problem that I believe requires the most immediate and thorough response is the growing reach of the individual Alternative Minimum Tax. This problem is...
October 01, 2004
2004 Year-End Tax TipsTax planning is a struggle for every individual and business owner. There are constant changes to tax rules, and tax professionals are always in need...
October 01, 2004
The Contenders: Election 2004The Presidential election is only weeks away now, and it's still anyone's guess as to whether George Bush will be reelected on Nov. 2 or...
October 01, 2004
The Middle Way: Election 2004As a candidate for the presidency some time ago, this man noted that unlike the "generation of Americans who stormed beaches, liberated concentration camps, and...
September 29, 2004
IRS Updates Pension Plan Tax FormNU Online News Service, Sept. 29, 2004, 4:33 p.m. EDTThe Internal Revenue Service is updating the defined benefit pension plan tax form to help ...
September 02, 2004
When Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForWhen Exchanging, Surrendering Or Selling A Variable Annuity May Be Called ForJudith A. HasenauerWe are not sure who first made the statement that getting old ...