Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Time Is On Side Of Repeal Of Estate Tax, Daschle Tells AALU
By Steven BrostoffTime Is On Side Of Repeal Of Estate Tax, Daschle Tells AALUByWashingtonThe mounting budget deficits and the costs of war make it harder and harder ...
April 18, 2004
LTC Spices Up Executive BenefitsByOffering long term care insurance is becoming an even better way for owners of small businesses to reward key people and retain their loyalty.A good ...
April 07, 2004
Investors Don't Get Tax Law, Eaton Vance SaysNU Online News Service, April 7, 2004, 1 p.m. EST -- Few investors are taking advantage of a year-old tax law that provides generous ...
April 05, 2004
DPM Promotes Rossi To ControllerSOMERSET, N.J. (HedgeWorld.com)--Derivatives Portfolio Management LLC promoted Gus Rossi to vice president, controller, replacing Judy Yellin, who has taken a different position within the company. Mr....
March 23, 2004
Phoenix Agrees To Sell Broker-Dealer OperationsNU Online News Service, March 23, 2004, 2:02 p.m. EST -- The Phoenix Companies Inc., Hartford, has agreed to sell its retail broker-dealer operations ...
March 18, 2004
CIGNA Offers Wellness DiscountsNU Online News Service, March 18, 2004, 1:54 p.m. EST -- CIGNA HealthCare, Bloomfield, Conn., wants to cut the cost of wellness.[@@]The company's free ...
March 11, 2004
Estate Tax Reform Advocates Say They Are GainingNU Online News Service, March 11, 2004, 7:03 p.m. EST, Washington -- Growing budget deficits may be softening support in Congress for permanent repeal ...
March 05, 2004
TIAA Tax Charge Wouldn't Hurt Ratings: S&PNU Online News Service, March 5, 2004, 11:45 a.m. EST -- Standard & Poor's Ratings Services says a potential tax liability recently cited by ...