Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Model of the Future?
By James J. GreenYou may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
November 25, 2003
Using Qualified Plans And IRAs In Charitable GivingUsing Qualified Plans And IRAs In Charitable Giving ByCharitable giving can play a unique and valuable role in an estate or financial plan while making ...
November 24, 2003
PricewaterhouseCoopers Publishes Tax GuideNU Online News Service, Nov. 24, 2003, 5:20 p.m. EST -- PricewaterhouseCoopers L.L.P., New York, has developed "Guide To The New Tax Rules," a ...
November 11, 2003
Reinsurance Account Loss Hits Penn Treaty EarningsNU Online News Service, Nov. 11, 2003, 10:36 a.m. EST -- Penn Treaty American Corp., Allentown, Pa., says a $35 million loss on the ...
November 06, 2003
Re-Engaging High-Net-Worth Clients After Three Tough YearsRe-Engaging High-Net-Worth Clients After Three Tough YearsThe volatile equity markets of recent years clearly left their mark on the financial holdings of the high-net-worth market. ...
November 01, 2003
Year-Round Harvesting ChoresHere are several ways for advisors to be tax-aware year-round. oSell investments with heavy losses and acquire the same or a similar investment (beware transaction costs,...
November 01, 2003
Turning Losses to GainsIt's getting closer: That loathed end-of-the-year tax season that causes many investors to scramble in search of cash to pay for an unexpected tax bill...
October 29, 2003
Quotesmith Reports Smaller 3Q Net LossNU Online News Service, Oct. 29, 2003, 11:22 a.m. EST -- Quotesmith.com Inc., Darien, Ill., says it has cut its losses by significantly reducing ...