Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
About Puerto Rico
By Staff WriterGovernment: Self-governing commonwealth under the U.S. Constitution Geographical area: 9,100 sq. km, or about three times the size of Rhode Island Population: 3.9 million Rights & citizenship:...
February 19, 2004
But Show More Financial Sophistication With Their OwnBut Show More Financial Sophistication With Their OwnThere are signs of increased financial sophistication among baby boomers compared to 10 years ago, according to the ...
February 19, 2004
Problems To Avoid When Planning For The Succession Of An S-CorpByS-corporations continue to be a popular entity choice for owners of closely held businesses. Based on tax returns filed, more than 3 million S-corporations exist ...
February 12, 2004
Some Agents Find Gold In MortgagesByNext time youre working with clients who are considering the purchase of a new home, where will you, their financial advisor, refer them for their ...
January 19, 2004
Republicans Plan Pension Reform BillNU Online News Service, Jan. 19, 2004, 10:46 a.m. EST -- U.S. House Republicans are developing a major legislative proposal for strengthening the defined ...
January 15, 2004
Ruling On Old COLI Policies AffirmedByWashington 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 06, 2004
Firm Doubles Reverse Mortgage ProductionNU Online News Service, Jan. 6, 2004, 12:17 p.m. EST -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated about 13,800 reverse ...
January 01, 2004
Fewer Taxable Estates Will Create Profound Planning ChangesFewer Taxable Estates Will Create Profound Planning ChangesThere is little question that the number of taxpayers subject to an federal estate or gift tax is ...