Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Phoenix Developers Tax Act Kit For Financial Advisors
By Staff WriterNU Online News Service, July 2, 4:20 p.m. -- Phoenix Life Insurance Company, a subsidiary of The Phoenix Companies Inc., Hartford, has developed a ...
June 21, 2001
H.R. 1836: Uncertainty Requires Continued PlanningH.R. 1836: Uncertainty About 2011 Rules Should Support Demand For Continued PlanningByUncertainty about what will happen 10 years from now with the estate tax means ...
June 15, 2001
The Hartford CEO Asks Florida Agents To Support Civil Justice ReformNU Online News Service, June 15, 1:35 p.m. -- Ramani Ayer, chairman of The Hartford Financial Services Group, Hartford, says insurance companies and independent ...
June 13, 2001
AXA Executives Said to Clear The Air On Alleged Tax EvasionsNU Online News Service, June 13, 4:30 p.m. -- AXA Group, Paris, says its chairmen, Claude Bebear and Henri de Castries, have testified for ...
June 11, 2001
Data Trace To Acquire Operations Of Title Records Inc.NU Online News Service, June 11, 1:55 p.m. -- Data Trace LLC, Anaheim, Calif., a joint venture company of First American Corporation, Santa Ana, ...
June 10, 2001
Employer BenefitsEmployee Benefits to REBAsEmployer Benefits --Immediate income tax deduction.--Selective participation.--Restricted employee access to cash value.--Retention tool for key employees.--Funding that is not limited by contribution limitations of qualified ...
June 06, 2001
Raymond And Prokop Tax Seminar Set For June 26NU Online News Service, June 6, 5:25 p.m. -- DiversifiedRaymond & Prokop, Southfield, Mich., will hold a taxation seminar June 26 at Burton Manor ...
June 05, 2001
New 529 Plans Could Earn 24% Than Comparable Taxable AccountsNU Online News Service, June 5, 1:15 p.m. -- T. Rowe Price Associates, Baltimore, says a family savings for college with one of the ...