Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Quotesmith Reports Lower 2nd Quarter Net Loss
By Staff WriterNU Online News Service, July 24, 1:12 p.m. -- Quotesmith.com Inc., Darien, Ill., is reporting a $222,000 net loss for the second quarter on ...
July 11, 2002
Louisiana Gets 10% LTC Tax CreditNU Online News Service, July 11, 5:44 p.m. -- Louisiana Gov. Murphy Foster Jr., a Republican, has signed H.B. 55, a bill that creates ...
July 07, 2002
The Proud History Of Estate TaxesDespite strong pressure from Republican leadership in the Senate and urging from the White House, the attempt to permanently repeal the estate tax has failed ...
July 01, 2002
Innocents AbroadIn a previous column (March 2002, "The Globalization of U.S. Taxation") we discussed the tax issues confronting the international investor who is a non-U.S. citizen...
June 30, 2002
Clearing The Air On Roth IRA MythsByWith the following two questions, you can immediately determine if an individual should convert their traditional IRA to a Roth IRA. This requires no long ...
June 23, 2002
Benefits Planning: Mid-Level Executives Start Getting AttentionMid-Level Executives Start Getting AttentionByAdvisors and planners have long devoted energy and expertise to creating and supplementing the benefits of top-tier executives at corporations large ...
June 21, 2002
Senate Panel Opposes Corporate InversionsNU Online News Service, June 21, 11:15 a.m. -- WashingtonThe Senate Finance Committee has approved a bill aimed at preventing a much-publicized method used ...
June 18, 2002
Senate Passes Terrorism Backstop BillNU Online News Service, June 18, 7:22 p.m. -- The U.S. Senate voted 84-14 today to pass S. 2600, the Terrorism Risk Insurance Act ...