Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
412(i) Pension Plans Maximize Tax Deductions
By Scott Hunken412(i) Pension Plans Maximize Tax Deductions ByA very hot topic in the industry right now is the 412(i) qualified retirement plan. The reason is, these ...
December 01, 2002
Consider TheseConsider These: Atlanta planner Rob Moody says these are the most important issues to consider when evaluating disability policies: 1.The financial strength of the insurance company. 2.Whether benefits...
December 01, 2002
Partnership CrackdownThe Internal Revenue Service has been engaged in a major compliance effort. Increased resources have been earmarked for a handful of priority areas that the...
December 01, 2002
The Straddle Tax ShelterThe IRS provided this detailed description of a partnership straddle tax shelter, a complex manipulation involving sequential steps. 1) A corporation acquires a majority interest...
November 26, 2002
Report: Advisors Should Emphasize Tax EfficiencyNU Online News Service, Nov. 26, 2:43 p.m. -- The Money Management Institute, Washington, has published a report on tax strategies that top sales ...
November 25, 2002
Sharkish Hedge Fund Hires Rafalko as ControllerEL SEGUNDO, CA (HedgeWorld.com)--Chapman Capital LLC, a registered investment adviser specializing in small capitalization reorganizations and turnarounds, hired Rachel A. Rafalko as its controller. Chapman is...
November 19, 2002
Conseco Prefers Voluntary Bankruptcy FilingNU Online News Service, Nov. 19, 1:10 p.m. -- Conseco Inc., Carmel, Ind., says it hopes to cope with its mounting losses by restructuring ...
November 17, 2002
Awkward Though It May Be, Planning For Divorce Needs To Be DoneAwkward Though It May Be, Planning For Divorce Needs To Be DoneDivorce remains an unfortunate reality for many of our clients.In the fall of 2000, ...