Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
CIGNA Offers Wellness Discounts
By Staff WriterNU Online News Service, March 18, 2004, 1:54 p.m. EST -- CIGNA HealthCare, Bloomfield, Conn., wants to cut the cost of wellness.[@@]The company's free ...
March 01, 2004
About Puerto RicoGovernment: Self-governing commonwealth under the U.S. Constitution Geographical area: 9,100 sq. km, or about three times the size of Rhode Island Population: 3.9 million Rights & citizenship:...
March 01, 2004
At Home, AbroadRed hair and freckles will make you stand out in any crowd, but on the palm-treed, cobblestoned streets of San Juan, Puerto Rico, you might...
March 01, 2004
Efficiency ExpertsAs clients begin preparing their tax returns, their focus should be not only on 2003, but also on managing their tax liabilities for 2004 and...
February 19, 2004
But Show More Financial Sophistication With Their OwnBut Show More Financial Sophistication With Their OwnThere are signs of increased financial sophistication among baby boomers compared to 10 years ago, according to the ...
February 19, 2004
Problems To Avoid When Planning For The Succession Of An S-CorpByS-corporations continue to be a popular entity choice for owners of closely held businesses. Based on tax returns filed, more than 3 million S-corporations exist ...
February 12, 2004
Some Agents Find Gold In MortgagesByNext time youre working with clients who are considering the purchase of a new home, where will you, their financial advisor, refer them for their ...
January 19, 2004
Republicans Plan Pension Reform BillNU Online News Service, Jan. 19, 2004, 10:46 a.m. EST -- U.S. House Republicans are developing a major legislative proposal for strengthening the defined ...