Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Allmerica Reports $11 Million In 3Q Net Earnings
By Staff WriterNU Online News Service, Oct. 27, 2003, 5:35 p.m. EST -- Allmerica Financial Corp., Worcester, Mass., is reporting $11 million in net income for ...
October 01, 2003
Step By StepWhile the jury is still out on whether the Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) is stimulating the economy, the act's...
September 25, 2003
Financial Freedom Introduces Zero-Point Reverse MortgageNU Online News Service, Sept. 25, 2003, 3:16 p.m. EDT -- Financial Freedom Senior Funding Corp., Irvine, Calif., has introduced a no-fee loan for ...
September 23, 2003
Financial Profiles Updates Planning SoftwareNU Online News Service, Sept. 23, 2003, 12:02 p.m. EDT -- Financial Profiles Inc., San Diego, has released Profiles+ Professional 7.0, a new version ...
September 01, 2003
Art AppreciationArt collecting is a pastime that is regularly engaged in by the well-to-do and others who appreciate the best in human culture. Do you love...
August 24, 2003
Five Ways To Distinguish Yourself As A Financial PlannerFive Ways To Distinguish Yourself As A Financial Planner ByGood financial planning is more science than art. The most successful financial planners thrive only through ...
August 13, 2003
SEC Eyes MetLife UnitNU Online News Service, Aug. 13, 2003, 5:23 p.m. EDT -- The U.S. Securities and Exchange Commission has started a formal investigation of New ...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...