Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Expansion of AMT Put Off
By James J. GreenA flurry of last-minute legislative action by the 110th Congress included a bill that postpones by a year expansion of the alternative minimum tax to millions of taxpayers--from four million to 25 million, according to the White House, which said President Bush would sign the bill.
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 08, 2007
KMG CEO Discusses Talks With Possible SuitorsExecutives at the holding company that bought Kanawha Insurance Company in 2004 are engaged in "advanced negotiations" with parties that might want to acquire the ...
August 02, 2007
Wachovia Unit Offers Weight-Loss Program To EmployersA bank-owned insurance brokerage has chosen a weight-loss services vendor.Wachovia Insurance Services, a division of Wachovia Corp., Charlotte, N.C., has agreed to offer a weight-loss ...
April 25, 2007
Symetra Financial to Acquire Medical Risk Managers, Inc.Symetra Financial, Bellevue, Wash., has announced a definitive agreement to acquire Medical Risk Managers, Inc. (MRM) of South Windsor, Conn. The deal is expected to close by the end of second quarter 2007 and be accretive to earnings during the
January 07, 2007
Using Capital Split-Dollar To Attract And Retain Top TalentMany closely held corporations have a difficult time finding cost-efficient executive benefit programs to attract and retain top personnel. For most corporations, the alternative is ...