Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The Big Freeze
By Staff WriterGiven the length and severity of the equity market's decline, it may be hard to get motivated to call your clients. But this is precisely...
January 12, 2003
Estate Tax And Investment Advice Among First Issues Out Of The GateEstate Tax And Investment Advice Among First Issues Out Of The GateByWashington The first week of the new 108th Congress confronted the life insurance industry ...
January 05, 2003
Even With Estate Tax Repeal, Taxation Would Not EndWhat may surprise many of your clients is that permanent repeal of the estate tax would not necessarily mean the end of taxation. Those ...
January 01, 2003
Part 1: The New Old KidBack in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...
December 29, 2002
Pru Financial To Buy American SkandiaPrudential Financial To Buy American SkandiaByPrudential Financial Inc., Newark, N.J., has signed an agreement with Skandia Insurance Company Ltd., Stockholm, to acquire its U.S. division, ...
December 07, 2002
Advanced Marketers Move Sales Ideas From Birth To RolloutAdvanced Marketers Move Sales Ideas From Birth To RolloutByNaples, Fla. Sales professionals in the field are always clamoring for new ideas to help them plan ...
December 07, 2002
412(i) Pension Plans Maximize Tax Deductions412(i) Pension Plans Maximize Tax Deductions ByA very hot topic in the industry right now is the 412(i) qualified retirement plan. The reason is, these ...
December 03, 2002
NFIB Markets PayMaxx Payroll ServiceNU Online News Service, Dec. 3, 12:18 p.m. -- The National Federation of Independent Business, Nashville, Tenn., has agreed to market an Internet-based payroll ...