Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
CRT Restrictions
By Staff WriterCharitable Remainder Trusts can be funded with many types of assets. However, there exist very specific rules that need to be followed to ensure the ...
December 01, 2002
Consider TheseConsider These: Atlanta planner Rob Moody says these are the most important issues to consider when evaluating disability policies: 1.The financial strength of the insurance company. 2.Whether benefits...
November 26, 2002
Report: Advisors Should Emphasize Tax EfficiencyNU Online News Service, Nov. 26, 2:43 p.m. -- The Money Management Institute, Washington, has published a report on tax strategies that top sales ...
November 25, 2002
Sharkish Hedge Fund Hires Rafalko as ControllerEL SEGUNDO, CA (HedgeWorld.com)--Chapman Capital LLC, a registered investment adviser specializing in small capitalization reorganizations and turnarounds, hired Rachel A. Rafalko as its controller. Chapman is...
November 19, 2002
Conseco Prefers Voluntary Bankruptcy FilingNU Online News Service, Nov. 19, 1:10 p.m. -- Conseco Inc., Carmel, Ind., says it hopes to cope with its mounting losses by restructuring ...
November 17, 2002
Awkward Though It May Be, Planning For Divorce Needs To Be DoneAwkward Though It May Be, Planning For Divorce Needs To Be DoneDivorce remains an unfortunate reality for many of our clients.In the fall of 2000, ...
November 15, 2002
Rating Agency Looks At HancockNU Online News Service, Nov. 15, 9:03 a.m. -- Analysts at Moody's Investors Service, New York, say losses on bonds and related investments and ...
November 15, 2002
Conseco To Report $1.8 Billion 3rd Quarter LossNU Online News Service, Nov. 15, 5:08 p.m. -- Conseco Inc., Carmel, Ind., will be releasing its third-quarter financial statement late and expects to ...