Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
The IA 25
By staff WriterGroucho Marx once famously proclaimed that he wouldn't care to join any club that would include him as a member. So what are we to...
April 13, 2005
House Approves Estate Tax Repeal (Updated)Members of the U.S. House voted 272-162 Wednesday, largely along party lines, to make repeal of the federal estate tax permanent.[@@]All of the 230 ...
April 06, 2005
Elderly With VAs Face Many DecisionsElderly With VAs Face Many DecisionsRegulatorsincluding the National Association of Securities Dealers, the Securities and Exchange Commission, and several state insurance departmentshave been raising questions ...
April 06, 2005
House Kills Estate TaxVote seen as largely symbolic since Senate remains iffyBy Arthur D. PostalWashingtonIn a move seen as "largely symbolic," the House last week voted largely along ...
April 01, 2005
Together but SeparateIn its most unromantic sense, a legal marriage is the creation of an economic unit, and there are over 1,100 federal rights and responsibilities that...
April 01, 2005
All Hail the Overlay ManagerUnified Managed Accounts (UMAs) give advisors the flexibility to choose their own asset allocation and preferred products while delivering enhanced levels of customization. But the...
March 24, 2005
Prudential Launches Retiree Tax ProgramNU Online News Service, March 24, 2005, 4:06 p.m. ESTA large Newark, N.J., insurer is starting a financial education program for older consumers.[@@]The insurer, ...