Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Knowledge Is Power In Today's Competitive Environment
By Jim JohnsonKnowledge Is Power In Todays Competitive EnvironmentByAdapting to change is something every financial advisor must excel at to be successful. This has been demonstrated over ...
November 01, 2002
Easing the TransitionNationwide, there are about 52,000 CPA firms and 190,000 individual CPAs in public practice. Each year, an increasing number of accountants either become financial advisors...
October 13, 2002
Survey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationSurvey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationA group of U.S. companies lost as much as $59 billion in proprietary information and ...
October 07, 2002
McCamish Updates Plan Administration SystemNU Online News Service, Oct. 7, 11:18 a.m. -- McCamish Systems L.L.C., Atlanta, has released Version 2.1 of its VPAS Benefit Plan Administration system.Customers ...
October 06, 2002
Planners: Address What Happens When The Annuity Owner DiesOne of the frequent complaints that critics of annuity contracts have is that investment gains are tax-deferred, not tax-free as would be the case with ...
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Harvest Time?As the trees of New England shed their verdant hue for the spectacular colors of autumn, farmers begin to harvest summer's bounty. With the markets...