Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
CNA Expects Big Fourth-Quarter Operating Loss
By Staff WriterNU Online News Service, Jan. 25, 11:56 a.m. -- CNA Financial Corp., Chicago, says it expects to report a $288 million operating loss for ...
January 06, 2002
Six Features Of Winning SeminarsByAfter doing seminars for 15 years and teaching over 2,000 producers to do them, I've found six of the most important items that bring success.Invite ...
December 16, 2001
Selling More VUL: Challenging Times Can Create OpportunitiesBy"When troubles come, they come not in single spies but in battalions." Shakespeares line aptly describes the situation with variable universal life sales this year.The ...
December 06, 2001
Nationwide Develops Pension GuideNU Online News Service, Dec. 6, 1:52 p.m. -- Nationwide Financial Services Inc., Columbus, Ohio, has developed a pension plan guide for investment advisors.The ...
October 14, 2001
Coming Soon To New York Lawyers In 'Our' Business?Coming Soon To New York--Lawyers In 'Our' Business?ByAs of November 1, New York will become the first state in the nation to permit attorneys to ...
October 12, 2001
Ernst &Young Assesses Effects Of Attacks On InsurersNU Online News Service, Oct. 12, 11:57 a.m. -- Ernst & Young's Insurance Industry Services practice has released a report on the effects of ...
October 05, 2001
CPAs Offer Help To Families Of VictimsNU Online News Service, Oct. 5, 3:29 p.m. -- The American Institute of Certified Public Accountants says that it has created a network of ...
September 18, 2001
S&P Likely To Downgrade WTC InsurersNU Online News Service, Sept. 18, 2:00 p.m. -- Standard & Poor's, New York, says it will likely put on CreditWatch with negative implications ...