Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
PAUL NOLT
By Staff WriterPaul Nolt Precision Financial Services 145 Linden Grove New Holland, Pennsylvania 17557 717-354-8218 [email protected] Year practice began: 1981 Number of advisors in office: 1 advisor, 2 full-time employees. Additional part-time employees are...
October 27, 2004
Make April 15 Your Ally For Year-Round Sales SuccessMake April 15 Your Ally For Year-Round Sales SuccessSome agents did very well selling IRAs and related products this past tax season. Others did not.Whats ...
October 13, 2004
Could Section 815 Realign Managed Care Market?A securities analyst at a unit of Citigroup Inc., New York, is speculating that a new federal income tax break could help CIGNA Corp., ...
October 12, 2004
Researchers: Reducing Stomach Capacity Pays OffAuthors of a new study say weight-control surgery really can improve or eliminate diabetes, high blood pressure and other weight-related conditions in "morbidly obese" ...
October 06, 2004
Fund in Focus: Goldman Sachs CORE Tax Managed Equity FundDonald Mulvihill, manager since April 2004 S&P Rank: 5 Stars A Smoother Ride to Higher After-Tax Returns
October 04, 2004
Microsoft's Announced One-Time Payment Draws Attention to Extraordinary Dividend RuleAs expected, the "qualified dividend" rules enacted last year have affected more than just the tax rate applicable to many dividends. The reduced tax rate on qualified dividends also has encouraged corporations to maintain or increase their dividend payments to investors. In July 2004, Microsoft announced an increase in its...
October 01, 2004
Getting Over ItThe problem that I believe requires the most immediate and thorough response is the growing reach of the individual Alternative Minimum Tax. This problem is...
October 01, 2004
2004 Year-End Tax TipsTax planning is a struggle for every individual and business owner. There are constant changes to tax rules, and tax professionals are always in need...